Accounting Ideas

You should be able to run a transactional TB report for a particular period instead of a TB as at date.

On the Allocation screen could you have the facility to export the allocation list in excel

When number of cheques lodged at the same date and time we now have an option to split them between varios customers - this is great! but there is no option to record cheque number at the same time. Would be great to have that extra box in bank fi...

Bonjour, Nous avons plus que 30 comptes avec vous, on n’arrive pas à modifier les descriptions et les prix des services en important par le fichier CSV dans la section Produits et Services.

Je souhaite pouvoir avoir une vue sous forme de tableau avec les colonnes suivantes: Réf / catégorie / Libellé / Prix / Quantité en stock En effet la vue actuelle sous forme de liste déroullante est assez contraignante, car parfois nous avons des ...

We converted from Sage 50 to cloud... some of the customers city was entered in the area where the province was supposed to be. this created an issue with invoicing was "zero rated" instead of having "HST". I was NOT ABLE to check in my customer l...

if you have your main settings to have HST, it should automatically default on all quotes and invoices etc... If a customer is set up improperly (example, the province is not set up), the system should recognize that there's an error and tell you ...

We have multiple dentist clients at the same practice address. As with the Old Sage 50 it would be extremely useful to search for them so they come up together when invoicing and doing banking etc. As we get one payment for sometimes 6 or so clien...

I have to provide a covering monthly Invoice that lists what each customer at that practice owes with a total for the month (NHS & corporate customers), it would be great if I could attach this to the lead names monthly statement & send to...