Accounting Ideas
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Customer wanted to have demo data
would be easier to have demo data like sage 50 has instead of having to sign up for a trial as you can't just reset your own data if it has all transactions in
Created 02 Dec 10:38
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Great Ideas Delivered
11
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Add Cooperative Business Banking integration
I don't see Co-op Business on your integration list - only personal banking. While this is not a deal-breaker at the moment, it might become one as we expand.
Created 26 Nov 19:54
Banking
4
Great Ideas Delivered
0
Vote
Create estimates in app
Can only add/view etc quotes everyone who uses estimates would benefit
Created 16 Oct 13:17
Mobile / Sales
0
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4
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Integration with Zapier
I have found many apps to be using Zapier which I use to automate a lot of my accounting however this doesn't currently seem to be supported on Sage Accounting.
Created 29 Sep 18:22
Automation
0
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1
Vote
Changing description of items on the phone App, the same way that its possible online
To be able to change/overwrite the description makes the Invoice/Quote you provide to your Customer personal, and sometimes more understandable
Created 18 Sep 12:23
iOS App
0
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13
Vote
make rules an option with imported bank statements
please make rules an option on imported bank statements aswell as bank feeds as not all clients are on bank feeds
Created 18 Sep 11:45
Banking
3
Great Ideas Delivered
15
Vote
Search audit trail by transaction number
It would be useful to be able to search the audit trail by transaction number (like in Sage 50c) rather than having to trawl through the transactions.
Created 09 Sep 14:59
Reporting
2
Great Ideas Delivered
117
Vote
Net month account payment terms.
e.g. Payment is due at the end of the month following the month of the invoice. This is a common payment term and was available in Sage 50 account.
Created 30 Aug 22:43
Payments
24
Great Ideas Delivered
8
Vote
Ability to use MFA / 2FA for account security
There doesnt seem to be any way to turn on this feature. With all your accounting information in a cloud based system it cant just be secured with a strong password. MFA is a must for this type of data.
Created 10 Aug 14:30
Setup - Navigation - Lists - Usability
6
Great Ideas Delivered
16
Vote
Add "Reconcile" as a menu option from the Banking Menu
Sometimes I want to go directly to Reconcile but there are too many steps. I suggest having a dropdown from the Banking menu on the main Home screen - similar to when you hover over other menus.
Created 28 Jul 16:46
Banking
1
Great Ideas Delivered
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