Accounting Ideas

Please can you arrange it so that we can sort purchase invoices by date due rather than the date the invoice was raised?

When you are looking at the bank screens, there should be a debit column for all receipts and a credit column for all payments and a running cumulative balance showing the bank balance. This is the way it is done in the desktop Sage Line 50 softwa...

To produce an accurate payment run for end of month is not possible if certain invoices have already been paid. If a report is run to end of previous month, any invoices that have been paid in the current month will still show as unpaid. This can ...

At the moment the sales invoice number on the report is just the trx number generated by Sage. This is meaningless for our credit control purposes. We would like to see the Reference on the Aged Debtors report ie where it is suggested we include t...

EN The detail of the allocated invoice (s) can only be checked by clicking on the bank transactions one by one. It would be easier to have the invoice reference in the bank activity list / report. FR - le détail des factures n'est visible que lors...

My organisation uses Transaction Analysis codes to mirror the structure of financial reports to the Board. Currently I have to run separate Comparative Profit & Loss reports filtered by a single Transaction analysis code and manually consolida...

When I prepare a quote or estimate, it is for the entire job. Often, the jobs are billed in stages. The only options right now are to convert a quote or estimate to an invoice and bill the whole thing, edit the newly created invoice for the first ...

Accountants should be able to log in to the mobile app and to record transactions the same way that clients can

It would make it a lot easier if you could view the Customers and Suppliers in the contacts tab by balance outstanding. I have a lot of Customers and Suppliers with zero balance and the have to keep scrolling down to find ones with outstanding bal...

there seems to be alot of features missing from sage 50 that would make this programme so much easier to use. the quick entry is a good idea, but all the sales or purchase invoices should show together. having them seprated into quick entries make...