Accounting Ideas

I know that you can CC yourself into an email sent from Sage with invoices, but it would be useful if there was a place in Sage to refer to for all emails that have been sent historically as proof as when someone says they have no received a copy ...

It would be really useful if there was a record showing if a statement has been sent to a customer. Currently get this in SAGE50

To make it easier to see if invoices are paid or unpaid, it would be good to indicate with colours, like green & red

At present it is possible to change the wording of the document description on sales invoices e.g. Fee Invoice instead of Sales Invoice. This does not carry through to customer statements. Calling all invoices "Sales Invoice" on the statement is i...

Sometimes estimates involve typing in a lot of detail. If we've forgotten to add something in and need it to go on a new line between two previous lines, or we need to reorder the information we've inserted, we have to pretty much start from scrat...

Would be useful to be able to underline or bold text for example. Change the colour etc.

if you can add a 2nead of adding them all the time d or 3rd person to receiving the invoice instead of cc every time

I would like to be able to specify which contact receives my estimate and which receives my invoice. At the moment I'm having to cut and paste on the outgoing form.

This will help locate invoices quicker as I can see what the invoice is related to.