Accounting Ideas

Customer wanted to be able to add sub customers of a parent company

In California, LEGAL identification now offers "X" for non-binary. This is how they are legally recognized in our state, but I do not have that option in Sage and am FORCED to choose male or female. Please correct it. (This reminds me of when comp...

You program might be more user friendly

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.

When removing a client from the practice this should be a step either only managers can do AND something you need to confirm at least twice or enter your password for added security to confirm changes. We've experienced a junior member of staff ac...

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.

As in Sage 50 using the filter button

For ease of navigating and locating information it would be nice if we could also search through the customer database by their address and/or zip code.

Quickbooks has the ability to attach files in multi facets. We have a hard copy write up that we'd love to be able to attach and view either under the estimates category via an icon on the main screen and/or within the customer detail section.