Accounting Ideas
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Vote
To open and close accounting periods - not just the Yearly Lockdown function
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, ...
Created 5 Jan 11:22am
Reporting
0
One For The Future
19
Vote
More information on Audit Trail list
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...
Created 27 Jun 02:19pm
Processing
1
One For The Future
21
Vote
Department numbers to be visible when processing purchase invoices or credit notes (instead of >> on the right hand side of the screen)
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.
Created 10 Apr 12:54pm
Purchasing
2
One For The Future
17
Vote
able to add a second person to email
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
Created 26 Aug 04:07pm
Sales
0
One For The Future
8
Vote
Statement log
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.
Created 2 Aug 03:46pm
Sales
0
One For The Future
3
Vote
ONE button "select all" function for invoices, customers etc.
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 ...
Created 7 Feb 12:15pm
Setup - Navigation - Lists - Usability
0
One For The Future
3
Vote
Notes on statements
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
Created 7 Feb 06:29am
Reporting
0
One For The Future
5
Vote
Add back Aged Debtor and Aged Creditor reports to the drop down list for Sales and Purchases
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.
Created 21 Nov 10:04am
Setup - Navigation - Lists - Usability
2
One For The Future
3
Vote
Global Search Option
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...
Created 6 Feb 08:41am
Setup - Navigation - Lists - Usability
0
One For The Future
10
Vote
Run Aged Debtors as at a Certain Date including later payments
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...
Created 10 May 12:45pm
Reporting
0
One For The Future
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