Accounting Ideas

when you transfer an invoice via purchase automation, it only generates one line with a total balance, for our warehouse, we need it to show each line on that invoice with the same balance at the end of each line as at the moment we have to adjust...

the customer invoice shows on the bar where we can give our customers a discount per line for products, we don't have this feature on purchase discounts so when we are running a report off, we can't work out a true profit and loss amount for the p...

Due to Sage On Line not supporting purchase orders, a mechanism is required to export data to Excel to manually create a purchase order from either a quotation, estimate, or delivery note

Could you please adjust the way the system is programmed to enter the Quick Sales and Quick purchases invoices.

I have made this request before, I do not see the reason for having to enter the same item twice, pop the purchase invoice on and then a copy into assets too.... could a quick button do this, same principle as the po from a sales order

When manually entering an invoice you can type in the project bar and it will search for the correct one. This option is not available for invoices that have been uploaded which means you have to scroll through the projects to find it.

when processing or checking a purchase order at the moment you can’t see on the New Po screen what the supplier part number is, it only shows your own part number.. Should be straightforward enough to add the supplier reference from product & ...

At present when posting invoices it is necessary to tick the "purchase for resale" tickbox for each invoice line where applicable. In cases where there are purchases for resale these will tend to be the majority of postings and having to tick each...

The Purchase Transaction import facility does not have the facility to map transactions to Project Codes and Project Items. Nor is there a Project Import facility which would cover these types of transactions.

Have the options to adjust the status of a purchase invoice as Paid. Currently Zero value purchase invoices from suppliers are marked as unpaid and cannot be changed, when really these are PAID as do not need paying. I now have a purchase invoice ...