Accounting Ideas

At present it is possible to change the wording of the document description on sales invoices e.g. Fee Invoice instead of Sales Invoice. This does not carry through to customer statements. Calling all invoices "Sales Invoice" on the statement is i...

The first thing that happens when we send out statements is that clients email back to ask for copies of the invoices. It would be really helpful (and would save a lot of time) if this could happen automatically.

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

When submitting an invoice or estimate the system will tell you that the email was invalid but only if you access it again directly. Can there be an automatic email sent if the item comes back as undeliverable? Or perhaps there can be some kind of...

Card services such as SumUp take their fee before paying into your bank. You have allowed for this by adding the "make adjustment" option when matching. This works fine if you have taken multiple payments that make up the amount transfered daily b...

Title says it all!

To make it easier to see if invoices are paid or unpaid, it would be good to indicate with colours, like green & red

It would be great to be able to customize the sales invoices more. E.g. to add columns. The current options are rather limited.