Accounting Ideas

When sending a quote we attach photos and plans for the customer, the drag & drop function is brilliant, but we then have to manually switch each document to make it visible to the customer.

At this point in time analysis codes have to be entered one by one. I would be helpful to facilitate a .csv upload

When viewing a page of transactions the default search criteria is 30 days. but some of my invoicing and sales run 60 or 90 days so when i view a page half of the invoices are not there until i extend the From and To range to more that 30 days.

It would be useful to be able to configure a stock location column when selecting stock items to create CSV file to export or PDF.

The ability to view the original invoice when viewing a customer or vendor payment.

After starting using this product, we came up with a new web address and email address. However, my account is set up with the old address and I can't change the user login to the new address. Which also means I can never abandon the old email add...

I used to run a different Sage 50 and the customer tab used to have essential info for quickly filling out credit references including: -Average Days to Pay -How Long they have been a customer. If existing and we are changing to Sage from another ...

the option to set a differnt email address and contact in customers for quotes rater than the accounts department getting quotes as standared, I know i can change it manually each time but this does not seem productive.I have a couple of clients t...

Simple search field in header to allow a quick search for supplier or customer which links to the relervant account page. Also with auto complete list below with Customers or Suppliers clearly identified. IE type SA and all contacts starting with ...

It shouldn't take more than a week to have your email address changed on your account. This is Thursday night. I requested the change last Friday morning. I have been locked out of my account ever since and nobody can fix it. The only way to talk ...