Accounting Ideas

Have been advised it is currently not possible to do this. Sage instant accounts would allow you to search for any field by going to the transaction screen. This was really useful and I used it a lot.

Logging on behalf of customer: In the customer record, select payment details, then have the option next to credit terms for 'last day of the next month'

Currently the P&L only shows the basic Sales nominal codes, however, we use additional codes to show service type / month so the P&L doesn't work for us. Can it be changed so that we can incorporate more codes as required (simple tick box ...

Press a button and all inactive acccounts are hidden, so you can see all active customers easily at a glance

When entering invoices, purchase or sale, in Sage 50 you could F6 to copy the line above, has this not been carried over to Sage One. It also applies to the VAT calculation, we could previously use F9 to calculate back

Budget Reports Audit Trail Reports and more reports.

Every other online bookkeeping package has some sort of 'undo' function whereby if you make a mistake with a bank transaction you can pop it back into your bank feed and start again. With Sage your only option is to DELETE the transaction and then...

The need to have bank reconciled receipts to be unreconciles so they can be removed to change VAT scheme.

Where Reference is stated on the Invoice Templates please add PO so it says PO Reference. Customers are sending invoices back saying they are incorrect becsuse it doesnt list a PO. Just by adding PO in front of Reference would solve this problem v...