Accounting Ideas

Please allow the creation of a balance sheet report that allow the user to see the current FY balance sheet and last period balance sheet on one page

customers leave us for competitors who care migrate all date for them

The ability to switch to a test account with test data to trial new processes etc. would be great for customers. As well as new customers on trials can get a feel for the product without having to spend hours setting up data to use, then resetting...

Only a couple of grids allow end-user to customize what is displayed (e.g., Sales Invoices). This is really useful so please apply this to all grids. Also as per my other suggestion for "grid persistence" allow the user to save their configuration...

It would be nice to have an "sent" verification in the system other than the message at the top of the invoice after saving saying that it has been issued, there is no realy way to know if it has been sent other than to send one to yourself also

As in Sage 50 professional it would be good to be able to use the numerical analysis codes when uploading invoices from a CSV file rather than having to type the analysis description i.e Department and the the description .

It would be good to be able to run a P&L and Balance Sheet report, on mobile. I know Quickbooks have this feature, and I’m surprised to see Sage mobile app doesn’t

It would be great if customer accounts could be allocated to specific sales agents so that you can see how much each rep has generated and work out commissions etc and also so that a rep can see a list of customers they are responsible for and be ...

IN ANALYSIS DROP DOWN LISTS VERY DIFFICULT TO FIND CODES THEY ARE NOT IN ANY ORDER AND NOT SETUP TO FIND BY TYPING PARTIAL CODE AS IS USUAL IN DROP DOWN BOXES

Could you show the contact's phone number and email if I hover over their name on the invoice screen? Saves a click!