Accounting Ideas

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As a charity that deals with a lot of home addresses the ability to perhaps either have an extra address line (3) or a + sign to add extra lines, which if left blank would be ignored. Currently the Customer/Suppliers CSV export file with the addre...

Hi, It could be a good idea to display the mail and phone about customers on the estimates and the invoices. Because when we have a document in hands and not sage application on hand it wastes time to found it. Regards.

we used to be able to transfer notes from quotes to invoices... the system actually asks if we want to do so before creating the invoice BUT for the last few months..all of a sudden the notes DO NOT transfer even you when you say yes... I've place...

I have a lot of same invoice. Create multiple invoice from import a CSV. From uoploading a CSV with customer id, services, date of payment, etc.... create lot of invoice instead of create one by one.

From newest to oldest I would like to see all the sales/purchases and summary screens to display the whole financial year to date and for us to custom those lists as we need. Rather than the last month only as it shows currently

My customers must remove their last name from the first name field and enter it into the last name field and remove parentheses from the phone number in order to complete the credit card payment. This is frustrating.

It would be very useful to be able to take a photo of a receipt or ivoice using my computer's webcam and would like to see that made available

Integration with Stripe is great, but customers have to click Pay Now button each month (or week) as they receive each reccuring invoice. Stripe allows you to 'Auto Collect' from Card on file. If SAge could also show that feature then we wouldn't ...

When setting a date range to search for previous transactions, it would be very useful to be able to set the required year from a dropdown, rather than having to click back 12 times through every one of the preceding years to reach the one in ques...