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Closing the books
This program needs to be able to actually close the books when closing. Currently it only changes the year, it doesn't close my income statement accounts. Manually doing a journal entry is not helpful because I can't see my prior years information...
Created 2 Apr 07:45pm
Automation / Ledger Management
3
One For The Future
1
Vote
FERMETURE DE MOIS
Il serait souhaitable que l'usager administrateur puisse fermer un mois afin que les usagers ne puissent entrer des transactions dans cette période. Je ne parle pas de fermeture d'année, il s'agit simplement d'un endroit ou l'on pourrait dire une ...
Created 19 Apr 03:01pm
Ledger Management
0
We're Taking A Look At This
2
Vote
Please could you look into adding the business credit card CapitalOnTap to the list of banks to be able to get a direct feed from?
It's a popular business credit card and CapitalOnTap already has a link with Sage in order to export transactions. However it would be better if they could be automatically imported just like with the bigger banks.
Created 17 Aug 12:59pm
Ledger Management
0
One For The Future
4
Vote
using a scanner to record purchases & sales rather than inputting information from a keyboard.
businesses that require multiple entries for purchases & sales from invoices or receipts which are recorded manually by computer key often take a massive human resource hit in time & cost, where as if it were possible to scan directly to a...
Created 28 Apr 12:22am
Ledger Management
0
One For The Future
1
Vote
Drill down Trial Balance Current year will open ledgers since the beginning of the company
In SAGE 50 Trial balance is displayed by FY years and drill down of account will be within those brackets
Created 4 Apr 03:11pm
Ledger Management
0
We're Taking A Look At This
3
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Add the ability to apply an invoice payment method to a supplier account and the ability to filter (and produce reports) based on the filter.
This might include; DD, SO, Credit Card, Chq, Bacs.....
Created 1 Dec 02:39pm
Ledger Management
0
One For The Future
4
Vote
We attach purchase ledger documents as pdfs against the invoice. We used to be able to reopen them as pdfs, but relatively recently they started opening in preview
I think most users would benefit. I am Finance Director for a charity, and we get grants from a number of organisations; from time to time we need to send copy invoices to the grantor - we record transactions in Sage, attaching scanned documents t...
Created 3 Mar 05:41pm
Ledger Management
2
One For The Future
2
Vote
Search purchase or sales invoices by multiple status
It would be really useful to search by more than one status at a time rather than having to choose just one option from the dropdown - for example both paid and part paid together
Created 13 Jul 10:27pm
Ledger Management
0
One For The Future
5
Vote
Allow Accounts Ledger Nominal Code to be viewed on the supplier / customer list
When adding a new supplier or Customer to your database, it's good to be able to see what similar accounts have been set up with, so as to minimise the margin of error of assigning the wrong one - especially as there are those with a similar descr...
Created 9 Jun 01:58pm
Ledger Management
1
One For The Future
4
Vote
Import Templates
It would be useful if you could import things like prepayments journals as you can in the desk top version it is so much quicker and easier to manage by populating the Audit Trail template.
Created 11 Feb 02:22pm
Ledger Management
0
One For The Future
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