Accounting Ideas

We sometimes need to print out client invoices for just one specific site and cannot select these without going into each invoice to check the delivery address. Being able to sort by delivery address would save us a lot of time.

It allows you to check that transactions etc are not entered under the wrong date

we need a nominal code filter search so that we can change the codes from one to another if our accountant changes codes, it would be quicker than having to go through the stock page by page (which always goes back to the start, costing more time)...

when searching in products and services, there are 3 choices, out of stock, below reorder level and all, why is there not an in stock drop down option

It's quite easy to forget to add a department number when processing purchase invoices or credit notes. The department name is visible when processing other payments so why not for purchase invoices / credit notes.

It seems that, when entering a batch of Sales (maybe purchase too, I don't know) quick entry transactions, the system will allow you to just press <Cancel> instead of <Save> and bin the whole thing with no second thought. This is very ...

Our client wanted to do complete a stock take this morning and wanted to see if Sage had the right amount of stock when doing so. The only filters available under the Products and Services is 'Out of Stock' and 'Below reorder level', so the client...

We often send statements covering a few activities and although the invoice number is included, there is no annotation to give any idea of what each invoice is. Leads to either having to export the statement to CSV and manually editing to include ...

It would be very helpful to be able to go through the customer and supplier contacts and select in bulk to make them active or inactive rather than having to go into each account to carry out this process

It would be handy to be able to see the VAT on the debtors and creditors detailed reports so that you can reconcile the VAT on cash accounting and make sure it agrees to the VAT holding accounts