Accounting Ideas

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.

I like how in Journals you can add, remove, and copy lines, and move them around so they're in order - can we have that on all grids of data? It would be great to have this for invoices, credit notes, quotes...

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...

Can we please have suppliers and customers in alphabetical order rather than in order of when added. It makes no sense presently.

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.

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.

In sage 50 you could have several things open at once, i.e. customer list at the same time as preparing sales invoice. Useful when customers pay deposits and you need to reference this on an invoice

A client has mentioned that when viewing the activity for a customer, under the customer record, they would prefer to see a longer date range than 1 month. Ideally they would like the option to view all data or, 1 year. My client mainly looks back...

To be able to batch mark customers and suppliers as inactive, rather than having to go in to each individual record to change the account status.

If I make a mistake or Sage has a catastrophic meltdown it is useful to have a local backup. I used TAS before Cloud Accounting and we took local weekly backups that were useful occasionally to restore to a point before an error. It feels uncomfor...