Accounting Ideas

if we have the allocation on the one screen we can find errors easier. we would be able to see items not allocated to anything. along with the allocated nominal code - wow what an audit tool we'd have.

I know that you can CC yourself into an email sent from Sage with invoices, but it would be useful if there was a place in Sage to refer to for all emails that have been sent historically as proof as when someone says they have no received a copy ...

WHEN RECORDING RECEIPTS OR PAYMENTS IN BANKING IT WOULD BE USEFUL TO STAY ON THE FIELD YOUR WORKING ON IE PAYMENTS UNTIL YOU CHOOSE TO COME OUT OF IT LIKEWISE FOR RECIEPTS INSTEAD OF KEEP HAVING TO GO BACK TO THE MAIN BANK SCREEN THEN BACK IN TO R...

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

I generally set credit terms of 30 days for my clients but some high value transactions require immediate payment. Using the mobile app when creating an invoice it seems that the clients general terms override whatever data is entered when creatin...

be able to set the software up to automatically send reports, like the profit and loss, on recurring monthly basis, on a specific date of the month

There seems to be a lack of a batch editing function for records already within the program. It would be very useful for editing customer and stock records when you are wanting to make a large amount of changes. Whether with in the program or as a...

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 ...

Once a purchase ledger payment has been posted you can select to print a remittance which can be sent to a supplier. If the payment was originally entered as a payment on account and then matched to invoices, there is no option to print a remittan...