Accounting Ideas
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Convert estimate or quote into multiple invoices for stage/instalment payments
There really should be the ability to convert or create multiple invoices from one estimate. For instance when an estimate is for the overall value of a product/service and the client/supplier wants to pay in instalments there should be a simple f...
Created 15 Feb 15:05
Sales
1
One For The Future
9
Vote
Change VAT code used in Correct Transactions functon
Clients get or set wrong VAT code (Xero's find and recode is often used for the same task).
Created 17 Sep 15:54
Processing
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7
Vote
ability to print customer labels from invoices
I operate a dental lab and I'm currently using Sage Business Cloud accounting for invoicing dentists. I would like the ability to be able to connect my DYMO label writer and print a label from the invoice that I just created. i.e. Dentist and pati...
Created 07 Jul 22:27
Sales
0
One For The Future
6
Vote
Direct Email of Sub Contractor Monthly Statements (CIS)
Rather than the existing download and manually email method.
Created 01 Dec 14:47
Automation
0
One For The Future
11
Vote
Date filters
The default 30 day date filters often causes confusion. Why not just show by date descending, or allow me to customise the default?
Created 23 Nov 19:27
Setup - Navigation - Lists - Usability
3
We're Taking A Look At This
2
Vote
Link with ServiceM8
We would find it really useful to link with ServiceM8 which is a key job management software in our business
Created 14 Jul 08:39
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2
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Statement date
When email statement it automatically dates it as end of previous month. It would be much better if it automatically dated the statement at the current date.
Created 13 Jul 16:41
Ledger Management
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2
Vote
Allow a Product to have multiple Nominal Codes
Allow a product to be given multiple nominal codes such as when selling a 'pack'. The breakdown shouldn't be visible on the sales invoice, but the user should be able to pre-set and amend the multiple nominal breakdown of the 'pack'. Or allow a 'P...
Created 13 Jul 08:44
Stock & Product/Service Management
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10
Vote
View P&L and Balance Sheet on mobile
It would be good to be able to run a P&L and Balance Sheet report, on mobile. I know Quickbooks have this feature, and I’m surprised to see Sage mobile app doesn’t
Created 10 Apr 19:04
Mobile / Reporting
0
Love This Idea Likely To Be Coming Your Way
1
Vote
Enhance Sage's transaction categorization with flexible, multi-condition rules and customizable CSV column integration.
Hello I frequently use the import CSV feature to review my transactions individually. This process is often overwhelming and time-consuming. The 'Rules' tool could be a significant aid in this context. Here's how I envision the 'Rules' tool functi...
Created 08 Dec 13:37
Automation
0
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