Accounting Ideas

Budget is specific to a year, and changes each year. Sage 50 carries budget forward, and does not get tracked by year. This means that at the beginning of each year, I input the new budget for the upcoming year, and the budget for the prior year i...

When generating both the aged debtor and aged creditor detailed reports, it would be extremely useful for the invoices shown as outstanding to the description/details of the invoice. You have to manually go back and find the description of the inv...

Companies who are registered as one name but operate under a T/A name can only be identified as one or the other on Sage. I always enter the proper Companies House and VAT Registered name but I want to see them listed as their T/A name.

It would make it a lot easier if you could view the Customers and Suppliers in the contacts tab by balance outstanding. I have a lot of Customers and Suppliers with zero balance and the have to keep scrolling down to find ones with outstanding bal...

Sub-accounts that you can minimize for reporting would be super helpful

Have a notes section where you and your accountant can make notes comments in as a discussion area or comment on potential issues queries over invoices that need to be sorted before year end (such as cancel invoice, part ex valuations, bad debit etc)

Delete ledger accounts that have not been used.

With the asset list it would be useful to attach the purchase invoice and copies of any finance documents to the asset,,