Accounting Ideas

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...

I understand closing the period, but please give us an emergency safety net to undo a finalized reconciliation of an account. Other software allow you to undo. I put down the wrong year in a statement date when reconciling for a previous year. App...

I think a job management/scheduling feature for construction would be excellent. Very similar to the likes of Tradify. I think if sage adopted this they would be market leaders.

upload transactions on the cc in any given month

automatically generate a quote reference field where it pulls the info from the quote. Currently when viewing the invoice I can see the corresponding quote but this doesn't appear on the actual invoice which would be useful for our customers

The bank feeds matching screen doesn't allow you to select purchase credit notes or payments on account when making a supplier payment - can this be added?

Please can you provide a 'Sent email log' So I can see a copy of all emails sent, including the date, time, content text etc.I often want to look back at when a statement was sent, what text was written in the email, if an invoice sent for the thi...

So after i take a card payment over the phone i can click and email a receipt

When purchase invoices are entered as quick entries, the reference field appears in the "Our Ref" column when a remittance is printed. There is no way to get anything to appear in the "Your Ref" column from a quick entry. We use the details field ...