Accounting Ideas

It would be great if I could produce a nominal transaction report PDF or CSV for a particular project or department and the total for each nominal for the particular project is showed at the bottom as on Sage50. At the moment the report shows the ...

Really tiresome having to always scroll to the bottom of the page when a second button at the top would cut scrolling time

I know that you can CC yourself into an email sent from Sage with invoices, but it would be useful if there was a place in Sage to refer to for all emails that have been sent historically as proof as when someone says they have no received a copy ...

As in Sage50 it would be good to be able to set default VAT rates for suppliers so that for example suppliers that are not VAT registered don't have VAT applied by default.

It would be very useful to know if emailed statements are not received by the customer. You have this function with emailed invoices but not statements. If statements bounce back we have no idea that this has happened as there is currently no noti...

A client has mentioned that when viewing the activity for a customer, under the customer record, they would prefer to see a longer date range than 1 month. Ideally they would like the option to view all data or, 1 year. My client mainly looks back...

Automatically posting journals each month that are going to repeat (set rules and dates same as recurring invoices), eg depreciation, straight line loan interest, unwinding a prepayment etc. Xero has this, very useful.

You can put in the wrong year by mistake which enters the transaction in the wrong financial year and you wouldn't know

It would be really useful if there was a record showing if a statement has been sent to a customer. Currently get this in SAGE50