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 ...

I currently have 45 pages (100 per page) of customers and going through each page to find out who to send a atatement to is very long winded. A filter (not just CIS) to customers owing or unpaid would help considerably

At the moment if you have added a main contact name to the customer record, this name automatically appears on the sales invoice. I do not want the contact name to appear on the invoice but I need to know the name of the main contact. There should...

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...

When you are doing a quick entry for sales invoice on the sage iCloud there isn't an option like to calculate the VAT for you (as on other versions of sage). This would be really helpful when inputting sales invoices that are already inclusive of ...

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

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...