Accounting Ideas

Its really handy to be able to upload a scanned copy of a certificate and send with the invoice. However, nobody can seem to find the attacment without a phone call from me to explaine where to find it. There are 2 ways to view an invoice from an ...

It's been an issue for us since 2007. We have a need to adjust column width in Vendor POs & Invoices and in Customer SOs & Invoices. We have a need to utilize the option to calculate 5 digits beyond the decimal point, therefor making cell ...

When creating a sales invoice in Sage 50 accounts there is a facility to edit item line. In this you can create a unit price in the Values section applicable to that product for that customer. If the customer orders that product regularly the unit...

Right now Ive been told my admin staff must have full access to full "settings" inorder for them to add new customers!

IT HAS HAPPENED VARRIOUS TIMES WHEN BUILDING AN INVOICE / ESTIMATE, MANY INVOICES INCLUDING DETAILED DESCRIPTION OF THE WORK SHOULD I BE SEARCHING FOR INFORMATION TO ADD, AND SOMETIME FOR NO REASON I LOSE ALL THE DETAILS ENTERED ONTO THE INVOICE, ...

We take deposits and don't know when the balance will be due until it's due so need the option to change the due date of the invoice that has a payment allocated against it.

When exporting invoices in bulk to PDF it names the doc 'sales documents' and Exports as one giant PDF doc which has to be manually separated and then renamed which is very time consuming. The invoices need to be exported as separate PDF documents...

Approving quotes to a seperate list would be so much handier, either the customer approves them on the email or we can on the app etc

It would be useful when in Sales Credit Notes to be able to switch back to Sales Invoices rather than going back into main menu. You are able to select 'new credit note' tab whilst in Sales Invoices but the blue tab is not available whilst in New ...