Accounting Ideas

Sometimes a purchase invoice (or Sales invoice) has been wrongly allocated or the description is inadequate but has been marked as paid. It would be great if you could just change the nominal posting or description without having to locate the pay...

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...

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

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

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 ...

There is a notes area on the statement, yet in company settings, we can assign more for quote, estimate, credits and invoices, but not statements? We use notes to show our bank details

From old sage 50 software to cloud you appear to have no facility to write off small over/underpayments - other than spend time raising another invoice/credit note to that customer how can we get rid of these amounts?

Being able to search for an order number or a reference globally would be amazingly helpful. Having to go to a screen and changing the date parameters and entering the search and then repeating this in another section or two is considerably time c...

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...

i have 3 companies and i needed to use 3 seperate email addresses and logins for each. I would like to add the 3 companies under one login. Also I should get a loyalty discount. Also its buggy with browser cookies and settings trying to log out fr...