Accounting Ideas

Sometimes not all items on a quote is approved for purchase. I want to be able to convert the quotes first to a sales order, then to an invoice. Invoice will be sent based on the sales order and not the quote.

I have recenetly missed a vat return date, but if there was a reminder on the summary page where the VAT summary is this help alert you for these dates.

If I make a mistake or Sage has a catastrophic meltdown it is useful to have a local backup. I used TAS before Cloud Accounting and we took local weekly backups that were useful occasionally to restore to a point before an error. It feels uncomf...

Would be really useful to be able to have several versions of an invoice template to chose from. E.g one that has US bank account details on, one that has GBP details on, or one with different payment terms, rather than having to edit the template...

Why can you NOT search the descriptions. For example looking to Find when I bough WIDGET from Supplier A or any supplier Or when I sold WIDGET to Customer B or all customers This is a major part of what we do, it would NOT be practical to set up...

All sales will of course appear in the Income Statement report. However, all sales and expenses, regardless of whether they are attached to invoices or receipts, customers or suppliers, should be displayed on the dashboard as well. It is not norma...

useful if you want to keep up to date with debtors and creditors.Also useful for integration with Dext or autoentry so that it refreshes and finds matches that have been sent over after a bank refresh

If you have multiple transactions on the same day, the transactions in Box 4 show in a different order when compared to transactions on Box 7. These transactions should show in the same order so it's easier to check the VAT return.

At the moment if you have added a main contact name to the customer record, this name automatically appears on the sales invoice. I do not want the contact name to appear on the invoice but I need to know the name of the main contact. There should...