Accounting Ideas

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)

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.

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...

I create payment runs from the aged debtors and have to remember if invoices are disputed or I have to check each purchase invoice seperately.

Currently when investigating postings in the trial balance, to switch nominal accounts you have to come out of detailed view using [back] to find and view another nominal account in detail. Would be much quicker and more user friendly if you could...

would be really useful if we could reconcile the balance sheet accounts. This is a feature on sage 50 (also quickbooks does this and is really useful)rather than downloading transactions and having to keep a record on excel.

Contra Entries between sales and purchase ledger

It would be very useful to enter the budget onto Sage. This would then help how you are doing against budget

Could there be a system setting that will allow ledger cards to show ALL outstanding entries by default and that also ignores the from date needing to be set It greys out maybe or default to match the old outstanding item on the list) or select ou...

The description of the invoice is more important than the type of transaction and needs to be seen easily. We currently have to include all the description in the reference to be able to see it at a glance.