Accounting Ideas
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Custom Invoice Template
I would like to be able to customise an invoice template so it matches into my current branding. I've noticed Xero offer this and would be a great improvement to keep brand consistancy.
Created 6 May 02:08pm
Setup - Navigation - Lists - Usability
39
Love This Idea Likely To Be Coming Your Way
148
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An option to hide inactive or closed customer and supplier accounts
No description provided
Created 25 May 12:45pm
Setup - Navigation - Lists - Usability / Ledger Management
3
Love This Idea Likely To Be Coming Your Way
5
Vote
hide/archive customers
it would be helpful to be able to archive old inactive customers
Created 6 May 12:20pm
Setup - Navigation - Lists - Usability
0
We're Taking A Look At This
2
Vote
Ability to search all fields, including the description/details fields across the system
Have been advised it is currently not possible to do this. Sage instant accounts would allow you to search for any field by going to the transaction screen. This was really useful and I used it a lot.
Created 13 May 11:17am
Setup - Navigation - Lists - Usability
0
We're Taking A Look At This
5
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A button to filter out all inactive or zero money owed accounts
Press a button and all inactive acccounts are hidden, so you can see all active customers easily at a glance
Created 27 Apr 11:03am
Setup - Navigation - Lists - Usability
0
We're Taking A Look At This
86
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Searching for transactions
In the software I find it time consuming to find transactions. Why can't I just say what I am looking for and the system then gives me all transactions in the software that match the criteria. It is so time consuming going in and out of banks/ sup...
Created 27 Jan 05:57pm
Setup - Navigation - Lists - Usability
1
Great Idea Currently In The Works
85
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Alphabetical Order for Suppliers and Customers
Can we please have suppliers and customers in alphabetical order rather than in order of when added. It makes no sense presently.
Created 25 Jan 05:54pm
Setup - Navigation - Lists - Usability
4
Great Idea Currently In The Works
68
Vote
Flipping through invoices
When looking at the invoices we have to click on it and go back to sales every time, it would be a time saver to be able to flip to the next one instead.
Created 23 Nov 07:03pm
Setup - Navigation - Lists - Usability
1
Love This Idea Likely To Be Coming Your Way
86
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Merge duplicated Customers & Suppliers
Some new software I’m using for my business will duplicate any customers already existing in Sage. Therefore it would be great to be able to merge my duplicated customers on business cloud.
Created 29 Apr 04:06pm
Setup - Navigation - Lists - Usability / Automation
21
One For The Future
27
Vote
Bulk changes to contacts
Users would benefit from being able to make bulk changes to contacts. In Sage 50 this is possible. It's particularly useful for example if a user decided to offer 30 day credit terms to customers - Currently they'd have to change this setting manu...
Created 14 Sep 04:43pm
Setup - Navigation - Lists - Usability
1
One For The Future
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