Accounting Ideas

When our clients don't give us all supplier invoices/credit notes we put payments on account from the bank feed to then export a list of invoices not supplied. Currently you can not put a refund on supplier account from the bank feed this also cau...

We are changing our Bank Details due to Ulster Bank leaving the Irish Market. It would be useful & time saving to be able to email our new account details to ALL customers as an accumulative instead of having to do this individually.

This would help chase up clients for payment

It would be great to be able to customize the sales invoices more. E.g. to add columns. The current options are rather limited.

We frequently batch process invoices that are paid with order (online transactions), and so as well as "Save and Email", "Save and Print" it would be useful to have "Save and Record Payment" that takes you directly to the Record Payment" screen. A...

Once you sort clients by name/code etc. Don't revert order back to setup order every time you go in and out of clients. I.E. once order is set it always stays as this unless you want to change it

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...

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...

From old sage 50 software to cloud you appear to have no facility to write off small over/underpayments - other than spend time raising another invoice/credit note to that customer how can we get rid of these amounts?