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

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.

We use an external sales system that generates it's own invoice number and always used to manually override the invoice number on Sage50 so it matched. This feature is no longer there but is useful so invoices aren't duplicated and so that payment...

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

Would be really useful to be able to send a client one email with all their invoices attached, rather than sending separate emails per invoice.

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