Accounting Ideas

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.

In Sage 50, I can create a batch of 100 customer invoices and then select them to email out to my clients in a few clicks. In Cloud, it appears you have to send every single invoice individually. It took me 3x as long to run my invoicing yesterday...

I would like to be able to search by any field in contactsBut mainly I would like to be able to search by:phone numberemail addressTotalDiscount Outstanding

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...

You program might be more user friendly

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...

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.