Accounting Ideas

The F7 or F8 keys were very handy in Sage line 50 as I do a lot of entries with dates now if I make a mistake right at the end, I then have to delete all the lines prior to the mistake to rectify it.

This would enable the user to quickly printing multiple delivery notes in one go, useful for anyone who sells online and wants to print all delivery notes for that days dispatch with just a few clicks

As showing on Sage 50, can the first line of invoice description be added to activity page and include a search function? When customer/supplier has multiple invoices it`s only possible to see what these relate to when selecting each individual it...

In the software I find it time consuming to find transactions. Why can't I just say what I am looking for and the system then gives me all transactions in the software that match the criteria. It is so time consuming going in and out of banks/ sup...

Budget Reports Audit Trail Reports and more reports.

when emailing multiple invoices to a customer, the default email settings are not applied, and must be over-written/customised each time, including the customer contact information. can this be amended to pull in the existing default information u...

It would simply speed up data entry. Not being able 'repeat row above' or 'calculate net' seems an obviouis ommission

When a customer is at 75% of their credit limit you should be notified when raising an invoice for them which you can dismiss and tick whether to show this notification again. When a customer is at their limit or over, a notification should come u...

Why is there not an easy way to pass credit card charges on to customers when using Stripe? Xero have this option so you can tick a prefrence to always pass the charge onto the customer. I then wouldnt have to email and ask my customer then add it...

It would be useful to be able to calculate sub totals for certain lines on quotes/invoices and to be able to group lines for different works/products.