Accounting Ideas

Allow the choice for projects or other analyse types to be displayed on sales invoices. A client uses analyse to identify plots and this would also be helpful for the customer to see.

In the Page - Sales - Create, consult and manage your invoices and sales credit notes. In the list settings (or customizations) It would be really nice to be able to add the NOTE box in the settings of the list choices ( Sales) Thanks

I would never need the option for discounting on our service invoices so would like to be able to remove it as I have entered figures in error a couple of times.

When you are running statements for customers there should be a running cumulative balance on the statement which adds the individual invoices to the running balance and deducts off the payments as they come in on date order.

It would be really helpful if you could add in any Customer Contact details. I'd like to add in if they have an email address and if they are set to send statements by email. The salesman is great at adding new email addresses but terrible at chan...

We are receiving requests from suppliers and customers to send invoices etc. to e-mail addresses that are containing characters for example invoicea&p@payme.com or pay%accounts@payme.co.uk. Sage will not accept these as valid e-mails. This mea...

When creating quotes the package shows the estimated profit margin at the end of the screen. If there was an option to remove this as it is private information

We would like to invoice part of a quote for works that are very costly and time consuming, with the remaining un-invoiced element of the quote remaining available for the second invoice. example Quote for £10,000 - works paused due to external fa...

Would be very helpful if we could edit the Invoice Number and are not restricted to it being automatically generated.