Accounting Ideas

Would be most helpful if we could turn off the auto numbering as some companies use other software to invoice from and sometimes the invoices are not in numerical order or are unable to create a csv file to import them.

I'd like all new customer addresses to be set as accounts. When making a new customer it asks for Account details which is the address with no options to set address type. When you save it, it comes up as Sales address. Which means to correct it I...

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...

I have entered hundreds of products under products and services, taking the time to enter each products barcode. Yet when I go to create an invoice and scan the barcode it will not bring up the item. I have spoken to support who have said this is ...

There is no web version of Proforma invoices. Therefore it is not possible to send attachments to the customer. (attachments are only available from the web version)

Currently you have to manually change due date on invoice when converting from quote. eg terms are 60 days but when converting from quote, invoice has due date as same as invoice date. If you just create an invoice it will calculate correct due da...

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...

It would be handy to know if a customer has an email address when making out an invoice, without having to open their account. It would save a lot of time.

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

When you attach files to an invoice - in my industry its a completion certificate and corelating photos these get sent when you email over your invoice to the client instead of having to send to your self and then send on again with the attachments.