Accounting Ideas

Many of our customers purchase goods for delivery to entirely different companies. At the moment, the delivery address lines can be different, but the name of the purchasing company always appears in the delivery address. More often than not our c...

Once a Statement has been sent to a customer, the ability to come back to it to see the date that the statement was sent to the customer and whether it has been received and viewed by the customer.

I think this is essential, an existing business migrating to sage is almost certain to have opening balances on some of their customer accounts.

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, ...

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 ...

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...

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 putting a new customer in it doesn't tell you which codes have been used. It won't let you duplicate but when you don't know what has already been used you've to either look it up beforehand or just keep guessing until it lets you use one.

When entering products onto an invoice there are a lot of tabs (8-10) to get to the next line. All the boxes are useful but not always needed, if you could press enter/return to get to a new line it would streamline entering multiple products.

Customers are frequently confused with negative Owed value (e.g. Owed: -180 ). Option can be to change label from "Owed" to "Balance" or to hide the line when negative.