Accounting Ideas

In Sage 50, I can create a batch of 100 customer invoices and then select them to email out to my clients in a few clicks. In Cloud, it appears you have to send every single invoice individually. It took me 3x as long to run my invoicing yesterday...

Would be useful to be able to underline or bold text for example. Change the colour etc.

Right now, I can't edit a proforma invoice on the app or even see them. Only drafts, etc. So if I receive a purchase order from a customer when I'm out of the office, in order to place it on the saved proforma and issue it as an invoice I have to ...

In Sage 50 you can click a button to verify subcontractors for CIS - it would be really useful and save us a lot of time to have the similar functionality here. Yes there is a link to HMRC but we have to re-enter all the details.

Our business is established in Québec. 99% of our customers are French. Now, after the migration, all of our customers have English as communication language. Il would be very useful to be able to switch them back to French in a batch procedure or...

Have been advised the only way to see what payment has been allocated against an invoice is to first find the payment - this will then lead you to what invoice the payment has been allocated against. It is not possible to select an invoice and the...

A client has mentioned that when viewing the activity for a customer, under the customer record, they would prefer to see a longer date range than 1 month. Ideally they would like the option to view all data or, 1 year. My client mainly looks back...

When you have products that have many sizes it would be alot easier to update prices in bulk rather than having to go into every single size and change the prices individually. I think this is very archaic for an accounting system.

It would be useful to be able to copy and invoice but save it as a credit note

Bulk editing when doing a stock take, that also allows to alter increase and decrease stock, without going into each indvidual product. Like the old line 50