Accounting Ideas

an option to print the invoices to word for editing and not just PDF i sell large machines and sometimes i need to sell to a finance company and mention by war of reference the customer, sage does not have this facility so doing it in word would b...

The most important thing for any practice to manage is time. By being able to log times and appointments from within the practice management software it would mean that all data relevant to a client - including appointments, scheduled visits etc c...

We can only reclaim 50% of the VAT on Electric Vehicles on lease. There is no option to adjust the VAT or record for it in Sage Cloud, other than doing a manual entry/adjustment on each VAT return for any transactions that fall in the reporting pe...

On sales day book report, include description column option on screen/report (or allow columns to be selected/deselected)

On purchase day book report, include description column option on screen/report (or allow columns to be selected/deselected)

In previous versions of Sage I was able to create my own reports and had access to all fields. I was able to bring down a full list of transactions with cost centre, department codes and account codes. That option is not available. The Sage Intell...

Customers frequently sort invoices on payments by invoice/credit memo number rather than by date, and it would be helpful to be able to sort transactions in the same order as the customer.

I needed to edit entries on a client record but was unable to change those in 2301 as it was set as a control account. It shouldn't be one.

The product does not deal with entries to account 3100 correctly. When looking at a Trial balance the 3100 account should be included as a deduction from Profit and Loss. The current set up defines this account as equity - it isn't, it is an appro...

When paying invoices via Opayo sage does not currently pass address information to Opayo. This means that either the address information must be re entered for each transaction or that address verification cannot be used on these transactions