Accounting Ideas

Please bring back the Trial Balance with B/F balances only in order to check opening balances for new financial year with the Accountants Opening Balance Figures.

The advanced navigation grid seems to no longer have these reports under Sales and Purchases. You have to go into Reporting now. But it was a good shortcut for some well used reports.

Would be nice to send (email) customers there statements directly from my mobile

Hi, Is it possible to create a rule that splits a payment into two categories?For example, we regularly pay application fees on behalf of clients. These are split into a VAT exempt fee of £201 and an admin fee of £28+VAT.

As a company it is imperative that we are able to add a Purchase Order number to invoices in the reference section. We often receive PO's up to 6 months after the works are completed and invoiced and now once the VAT return has been submitted, thi...

When doing a reconciliation the default is to flag everything matched as reconciled. I'd like to be able to select an option in the header to mark everything as unreconciled.

To protect your monthly reporting. Once the Accounts are completed for a month, P&L's and Bal Sheet produced, the accounting period should be closed. Ensures previous months reports are not altered. Should a late supplier invoice be received, ...

Xero and Quickbooks now offer Sales and Purchase order processing, this is a key bit of functionality SBC is loosing out on compared to those competitors and for customers migrating from Sage 50

Unable to include delivery address without having the customer name on it.

Could the drop down on the reports tab show the reports marked as favourites?