Accounting Ideas
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Reporting tab
Could the drop down on the reports tab show the reports marked as favourites?
Created 09 Jun 08:53
Reporting
1
One For The Future
5
Vote
Make entry of a department compulsory
if you are analysing departmentally at the moment unless you remember to enter a dept each time it will go to none which means all your departmental reports are incorrect
Created 09 Feb 09:18
Automation
1
One For The Future
10
Vote
Generate Receipts for Paid Invoices
I have many clients that ask for a receipt and currently I have to generate my own. They do not appear in the same format as my invoice which seems odd. Can you please add a simple 'generate receipt' for paid invoices please?
Created 22 Dec 11:25
Sales
1
One For The Future
5
Vote
ONE button "select all" function for invoices, customers etc.
If you ever just want to down a csv file of customers or invoices or suppliers etc. the easiest is to select all on the frontend. But currently Sage can only support select all PER PAGE which is limited to 100 per page. So you keep having to tick ...
Created 07 Feb 12:15
Setup - Navigation - Lists - Usability
0
One For The Future
10
Vote
Printing nominal activity and other reports as pdfs in portrait when using Sage Business Cloud
Currently these can only be done either in landscape or with the print starting half way down the page. If the printing started much higher up the page it would save a lot of paper.
Created 22 Nov 17:47
Reporting
0
One For The Future
13
Vote
Customer friendly MTD errors
Currently if a customer is unable to authenticate with MTD there is no susict error message to inform them what the error message actually is or steps to resolve. E.g customer gets an error 'unable to authenticate with HMRC' - real error message i...
Created 04 Mar 17:26
0
One For The Future
10
Vote
manual refresh bank feed
useful if you want to keep up to date with debtors and creditors.Also useful for integration with Dext or autoentry so that it refreshes and finds matches that have been sent over after a bank refresh
Created 17 Nov 14:02
Banking
2
One For The Future
1
Vote
Ability to send statements through the app
can do everything pretty much while away from the office but this is the biggest let down not being able to send a statement of there account to my customers
Created 31 Dec 08:08
Mobile
0
One For The Future
6
Vote
Export all products
When exporting products and services, currently users can only do 100 at a time. this can be time consuming if there are a lot of products within the system.
Created 12 Oct 10:10
Stock & Product/Service Management
2
One For The Future
9
Vote
General Disability Product Support
Had a couple of customers with various disabilities encounter issues when using the program. Particularly visually impaired when the log out is behind the silhouette
Created 13 Jan 11:28
1
One For The Future
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