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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166
Vote
Add an "Undo" Option for Transactions Created Via Bank Feeds
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...
Created 29 Sep 08:58
Banking
8
Great Ideas Delivered
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
35
Vote
When matching in the banking module, show transactions that are greater than the amount being matched
Card services such as SumUp take their fee before paying into your bank. You have allowed for this by adding the "make adjustment" option when matching. This works fine if you have taken multiple payments that make up the amount transfered daily b...
Created 17 Sep 08:42
Banking / Payments
0
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
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