Accounting Ideas

Even if you restrict access in the settings it is largely irrelevant beacuse of the Summary tab. Case in point, if I have an account execuitve who only has access to Sage to draft a sales estimate they can still see in the summary tab > Top 5 C...

When viewing certain areas such as purchase invoices could there be an option to change the viewing period to a set range (i.e current financial year, like what is available when viewing nominal activity) I know you can change the date range manua...

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...

Just migrated from Sage 50, but just discovered cant have a Customer and Supplier with same reference (Account no) - although this is what we have had for years with Sage 50. As we use a third party software for our sales and purchase invoices we ...

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.

Our business is established in Québec. 99% of our customers are French. Now, after the migration, all of our customers have English as communication language. Il would be very useful to be able to switch them back to French in a batch procedure or...

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

Sage's user account/password management tools seem very weak. - No ability to force password parameters (length, case, special character), when new users are invited - No ability to force a user to change a password - Sage allows VERY WEAK passwor...

My estimates and quotes are used for residental and commercial projects. My proposals are prepared by room, floor, or section of the building. If I forget something or a client decides to add a feature or product, it has to be added to the bottom ...

It's hard to navigate to various help resources so when I do find one that is useful, it would be nice if it was more clear (via an index or menu or breadcrumbs) where I found the page. It would be especailly useful to be able to bookmark a useful...