Accounting Ideas

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 ...

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

Trying to export data from one company set of accounts to another in Sage Business Cloud and bizarly the format of the data exported is different to the format required to import it, despite it coming from Sage Business Cloud and being reimported ...

To be able to generate invoices from each branch that processes the work rather than only including the head office address

On Sage 50 you could mark an invoice as paid at the time of entering it using the quick entry This saves so much time rather than having to go back through the bank and mark it as paid.

Where Reference is stated on the Invoice Templates please add PO so it says PO Reference. Customers are sending invoices back saying they are incorrect becsuse it doesnt list a PO. Just by adding PO in front of Reference would solve this problem v...

Ability not to save vat return after it has been generated.

Automatically posting journals each month that are going to repeat (set rules and dates same as recurring invoices), eg depreciation, straight line loan interest, unwinding a prepayment etc. Xero has this, very useful.

There should be a tax exemption option in each customers profile. So if a specific customer is PST exempt at the time of invoicing only GST will be applied automatically

Audit trail to check all transactions posted have an attachment.