Accounting Ideas

On the GJE lists, a query can be done and it will show the number of entries in the query. I would like it to also show the amount of entries, not just the total number of entries.

There should be a choice when creating invoices that the online card payment is automatically added or not. At the moment I have to "un-click"every invoice individually I do not want online card payments on. The problem is, I only want online card...

It would simply speed up data entry. Not being able 'repeat row above' or 'calculate net' seems an obviouis ommission

The need to have bank reconciled receipts to be unreconciles so they can be removed to change VAT scheme.

Sometimes deposits are reconciled, and disbursements are out. It would be slick if the the system could unreconcile one or the other, but not both at the same time.

The banker reports the statement in date sequence order from their point of view. When the amounts column is sorted in ascending or descending order, the check off to the bank statement could be much easier and save a ton of flip flop time.

I had a refund this morning which came up in the bank feed. I tried to use the Match option but there was no option to allocate against payments on account so had to call support. The amount I had paid on account was £565.15 but was sent £515.15 w...

when emailing multiple invoices to a customer, the default email settings are not applied, and must be over-written/customised each time, including the customer contact information. can this be amended to pull in the existing default information u...

In the software I find it time consuming to find transactions. Why can't I just say what I am looking for and the system then gives me all transactions in the software that match the criteria. It is so time consuming going in and out of banks/ sup...

In sage 50 you could have several things open at once, i.e. customer list at the same time as preparing sales invoice. Useful when customers pay deposits and you need to reference this on an invoice