Accounting Ideas

Companies who are registered as one name but operate under a T/A name can only be identified as one or the other on Sage. I always enter the proper Companies House and VAT Registered name but I want to see them listed as their T/A name.

The customer the invoice was billed to is missing when you view invoices online, it is only present in the PDF.

I have recently had a couple of vendors turn around and buy things from me. It would be really handy to be able to copy their data from the vendor side to the customer side. The reverse situation might also be useful. I don't think it would be goo...

Can you please sort this so it works as it does on Sage 50 instead of having to delete the payment or receipt and enter again, this takes more time and could get confusing.

This would be a good idea as one of our suppliers has changed their name and we want to record under the new name while still retaining details from the old name but cannot

The basic accounting concept of transferring the P&L balance for a year to the balance sheet needs to be adhered to in all the reports. Currently, the Nominal Activity analysils shows a closing balance figure that is incorrect (for the P&L...

I like how in Journals you can add, remove, and copy lines, and move them around so they're in order - can we have that on all grids of data? It would be great to have this for invoices, credit notes, quotes...

The F7 or F8 keys were very handy in Sage line 50 as I do a lot of entries with dates now if I make a mistake right at the end, I then have to delete all the lines prior to the mistake to rectify it.

there is almost zero functionality for Projects within a Foreign Currency Account. this is a very basic function, which has been omitted for unknown reasons. I have a sales invoice which was issued before our accounts start date, after long discus...