Accounting Ideas

Instead of going through the aged creditors list and having to go into each account and match up payments against invoices, it would be beneficial if you could have a list of 'potential matches' for you to be able to match up if correct.

We often have to undertake corrective work on a client's data. When duplicates have been posted and reconciled, we need to post e.g. receipts, where the nominal code usually has payments in, and vice versa, so the nominal code does not appear in t...

Is critical to be able to know - on UI - when an SI was actually entered (or received via API). This is pretty basic requirement

If I use the app currently, I also have to go onto a laptop and find the entry and amend it. Would be really useful to do it all at once whilst on the move. It would hold my time. Thanks.

Could it be possible to search for an invoice or credit note number on the front page, and for the system to find matches from any time frame? Otherwise we need to work with date filters to find things - it could be much faster.

I like the Correct Transactions feature, but can I correct the contacts this was as well?

I want to be prompted when editing sales or purchase invoices, if the invoice address of the business has changed since the original invoice was raised, and be given the opportunity to update to the new invoice address.

If I allocate credit notes to invoices at different VAT Rates, could the system create a VAT liability adjustment automatically?

We sent an payment for a customer believing that he was owed a refund. It was wrong so he owes us this back. But to my surprise you can't post this to his account. You have to raise an Credit note, apply the refund and then raise an invoice? L...

when trying to send a customer's invoice through the Sage Accounting Application (both iphone and android) the customer's email doesn't auto-populate in the email field. We have to manually type it in. not very convenient. Thanks