Accounting Ideas

Why cant everything default to the current financial year. When allocating bank receipts there is no default set and you have to enter current financial year each time. when looking at customer balances it doesnt seem to have a default. Its pretty...

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...

When checking the profit from the quote, when the description of the product is more than 46 characters, to view the latter columns you need to use the lower scroll-side bar. When checking the Profit from the 'edit' option, the view is correct.

I would like to customise my screens and have a choice in colour background.

In Customer & Suppliers if you want to go to next page you have to scroll all the way to the page end and then scroll back up to find the details required and again if you want to got back a page, again you have to scroll down to the end of th...

I and many others have been suggesting this idea for years now. Last year I received an email stating this was finally going to be implemented. Fast forward a year later and still nothing. I have 1500 customers on reoccurring invoices. God forbid ...

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.