Accounting Ideas

be able to set the software up to automatically send reports, like the profit and loss, on recurring monthly basis, on a specific date of the month

When sending statements to customers, it would be very handy if the outstanding invoices could be attached to it.

Currently need to use a separate in house system to record when invoice has been chased, this is a timely and outdated way of doing it - this would be so much simpler.

It would be great if I could produce a nominal transaction report PDF or CSV for a particular project or department and the total for each nominal for the particular project is showed at the bottom as on Sage50. At the moment the report shows the ...

by adding the dept & project code to nominal and audit trial reports would be useful to show at a glance if sales/purchases have been allocated to the correct codes.

It would be really useful if there was a record showing if a statement has been sent to a customer. Currently get this in SAGE50

the desktop version allows you to run costs to jobs, if you want a cloud based programme Sage does not offer you to job cost which is extremely important

I would like be able to raise purchase orders to my suppliers and email them a copy of the PO, the cloud version does not allow you to track how much you have been quoted for an item