Accounting Ideas

To protect your monthly reporting. Once the Accounts are completed for a month, P&L's and Bal Sheet produced, the accounting period should be closed. Ensures previous months reports are not altered. Should a late supplier invoice be received, ...

Full transaction list used to show far more detail, in particular the nominal account a transaction was posted to- this made spotting errors far easier. The Audit Trail list in Cloud Accounting is no substitute for this- please give us back the de...

It's quite easy to forget to add a department number when processing purchase invoices or credit notes. The department name is visible when processing other payments so why not for purchase invoices / credit notes.

if you can add a 2nead of adding them all the time d or 3rd person to receiving the invoice instead of cc every time

Once a Statement has been sent to a customer, the ability to come back to it to see the date that the statement was sent to the customer and whether it has been received and viewed by the customer.

If you ever just want to down a csv file of customers or invoices or suppliers etc. the easiest is to select all on the frontend. But currently Sage can only support select all PER PAGE which is limited to 100 per page. So you keep having to tick ...

There is a notes area on the statement, yet in company settings, we can assign more for quote, estimate, credits and invoices, but not statements? We use notes to show our bank details

The advanced navigation grid seems to no longer have these reports under Sales and Purchases. You have to go into Reporting now. But it was a good shortcut for some well used reports.

Being able to search for an order number or a reference globally would be amazingly helpful. Having to go to a screen and changing the date parameters and entering the search and then repeating this in another section or two is considerably time c...

In old Sage 50 Accounts you could run aged debtors list as at a certain date and include / exclude later payments. This would be useful for identifying older outstanding invoices in order to better chase payment, without having to export to csv as...