Accounting Ideas

Please can you revamp the bank rec report so it doesn't include every transaction - I only want to see what's unreconciled. I know there's a separate report for this but would be so much better if all on one (like Sage 50).

Please can you add cash book totals for all 3 columns - much easier when reconciling VAT report

Please provide the option to add optional line items to a quotation/estimate. These items should appear in the quote/estimate with a price but the price should not be added to the invoice/estimate total.

Need more then two decimal places for purchase invoice. Invoice for fuel and invoices with discounts on the unit price require more then two decimal places, as at the moment I am having to create another line on inputting the invoice stating decim...

The bank feeds matching screen doesn't allow you to select purchase credit notes or payments on account when making a supplier payment - can this be added?

On Sage 50 the link to transactions is very quick and easy to access on the navigation pane. The need to go into Reporting > More > Select the report is a lot more time consuming. Having a link along the top for Audit Trail to present this r...

Being able to have reoccurring purchase that that are on monthly direct debit . This would save time when inputting data each month

At present it is possible to change the wording of the document description on sales invoices e.g. Fee Invoice instead of Sales Invoice. This does not carry through to customer statements. Calling all invoices "Sales Invoice" on the statement is i...

When using quick entry for inputting invoices there are both a supplier reference and an internal reference field available. Enter a batch of invoices, go to pay them and produce a remittance and the supplier reference field is missing? Our intern...

When you are looking at the bank screens, there should be a debit column for all receipts and a credit column for all payments and a running cumulative balance showing the bank balance. This is the way it is done in the desktop Sage Line 50 softw...