Accounting Ideas

There should be an option to sort the bank feed transactions by date or by incoming/outgoing and bulk actions.

Most of my suppliers issue monthly invoices. I want to see more activity than a blank page every time I click on activity. I have to change the date every time.

Sometimes the incorrect date is selected when reconciling and there is no way to undo the rec and redo it.

would like to see a report of bank balances pre and post each txn

The standard sales templates do not indicate what entries are CIS labour or materials. The invoice just shows a total CIS deduction at the bottom. My last invoice was paid incorrectly because the lady who entered the invoice inputted the gross amo...

It would be helpful if customer and supplier lists came up automatically in alphabetical order, or at least have the option of sorting that way, instead of having to do it every time I log on.

I would like to be able to customise an invoice template so it matches into my current branding. I've noticed Xero offer this and would be a great improvement to keep brand consistancy.

It woud be very useful to have a way of getting sage to send monthly statements to all customers with outstanding balances, rather than having to go through all customers individually and selecting them in the customer contact record.

On bank statement import (csv or xls file) it would be useful to add a 'reference' column in addition to date/description/amount. At present, when transactions are imported, the narrative in the reference box is a copy of the description.

I'd like to enter gross (tax inclusive) values, and have Accounting work out the net value automatically, in invoicing and quick entries. Sage 50 has this feature when posting in the sales and purchase ledger.