Accounting Ideas

When a customer is at 75% of their credit limit you should be notified when raising an invoice for them which you can dismiss and tick whether to show this notification again. When a customer is at their limit or over, a notification should come u...

We produce over 300 invoices per quarter using the quick import method but are unable to produce an actual invoice for our auditor or customers. Other accounting software has this function, so why not Sage?

It would be useful to be able to calculate sub totals for certain lines on quotes/invoices and to be able to group lines for different works/products.

Hi there, We have customers in the Republic of the Marshall Islands, but that country does not appear in Sage. We need to issue GBP quotations and invoices for customers urgently. A crude workaround (from a VAT accounting perspective) is to select...

With multiple suppliers and thousands of products , some prices change regularly. A feature to go into an individual supplier and globally change their prices , At the minute you have to go into each product manually and individually to update the...

Need the capability of see Quote #'s on the "Sales Invoice List"

I had Sage 50 for 20 years & could interrogate customer invoice history because it showed the first line description which enabled me to pin it down for repeat orders. Could Sage Cloud achieve this please? Mike

We deal with letting agents so each invoice relates to a different property address, if when I upload the invoice I include this in the details column it would be useful for this to be pulled through to the statement and aged debtor report, as in ...

Hello On the invoices and quotes grids I need to see if the invoice or quote has been viewed. I know this can be done by drilling down into each item but if you have 10,20, 50, 100 or more these thhe this is totally time consuming and unacceptable...

It would be nice to be able to just select a single sales invoice from the list and hit the 'Email' button and the email address for that Customer be populated with the information already saved. At the moment this functionality is for sending mul...