Accounting Ideas
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Client list order
Once you sort clients by name/code etc. Don't revert order back to setup order every time you go in and out of clients. I.E. once order is set it always stays as this unless you want to change it
Created 26 Jul 09:35
Setup - Navigation - Lists - Usability
0
One For The Future
5
Vote
option to change the summary tab overview to tax year rather than calendar year
The current summary tab - only provides an overview with the standard calendar year. It would be more helpful to be able to see this for tax year or atleast provide an option to customise this to each businesses preference rather than have no opti...
Created 15 Jul 07:16
Setup - Navigation - Lists - Usability
0
One For The Future
5
Vote
Contacts in quoting / invoicing
It is ridiculous that you can not select the contact whilst making a quote or invoice. It would only require a dropdown box. We have many customers that have many contacts (Estates) so needs to be invoiced to the contact but to the main company. A...
Created 29 Jun 10:01
Setup - Navigation - Lists - Usability
0
One For The Future
3
Vote
Automatically verify CIS subcontractors
In Sage 50 you can click a button to verify subcontractors for CIS - it would be really useful and save us a lot of time to have the similar functionality here. Yes there is a link to HMRC but we have to re-enter all the details.
Created 22 Jun 08:48
Setup - Navigation - Lists - Usability
1
One For The Future
4
Vote
multi currency transactions
based on being a global economy multi currencies are very common and this should be a key thing to concentrate on allowing for your migration tool from sage 50 to sage cloud
Created 07 Jun 14:54
Setup - Navigation - Lists - Usability
0
One For The Future
4
Vote
Allow emails that include an apostrophe
Our accountant has the surname O'Sullivan but I can't invite them as a user because Sage does not allow emails with an apostrophe.
Created 20 Apr 10:32
Setup - Navigation - Lists - Usability
0
One For The Future
4
Vote
change this system of voting
there are multiple "new ideas" that are the same problem. all with different headings. therefore we are voting for the same thing but it's split over many ideas. i.e the aged listing, monthly selection of grouping for aged report.
Created 25 Mar 13:28
Setup - Navigation - Lists - Usability
3
Great Minds Think Alike - This Exists Today
1
Vote
Accountant - user(employee) management
In Quickbooks, the users (employees) of the accountant are managed by the accountant section. According to this, it's possible to add or remove access to them for each client account.
Created 23 Mar 17:58
Setup - Navigation - Lists - Usability
1
Great Minds Think Alike - This Exists Today
3
Vote
Aged Debtors, Add Fields
It would be really helpful if you could add in any Customer Contact details. I'd like to add in if they have an email address and if they are set to send statements by email. The salesman is great at adding new email addresses but terrible at chan...
Created 17 Feb 13:44
Processing / Sales / Setup - Navigation - Lists - Usability
0
One For The Future
6
Vote
E-mail addresses containing Characters
We are receiving requests from suppliers and customers to send invoices etc. to e-mail addresses that are containing characters for example invoicea&p@payme.com or pay%accounts@payme.co.uk. Sage will not accept these as valid e-mails. This mea...
Created 10 Feb 12:14
Automation / Processing / Sales / Setup - Navigation - Lists - Usability
0
One For The Future
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