Accounting Ideas

More and more larger corporate companies are now insisting that due to their auto reading of pdf invoices etc. They now require the word invoice etc to part of not only the document but also in the file name of the invoice itself when emailed to t...

I It is not possible to change the view of the balances on the accounts in the same way that you can change from alphabetical to account number by just clicking at the top of the column.

Allow partial refunds of customer / supplier balances paid on account. In the same way that partial payments can be made against invoices and you are able to select which invoices against which a payment should be applied, this functionality shoul...

It would be useful to be able to merge contacts as duplicates can be created in error and invoices added before noticing the issue.

It would be useful to have an "attachment" feature for customers and suppliers so that credit application forms, insurance documents etc can be kept with their activity page.

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...

If you do a lot of estimates and the list gets long, it is difficult to know which is for which job. Our company is service based and we do a lot of estimates for different jobs for the same customer. So even if the 1st line in the details of the ...

Our company provides estimates to customers for potential jobs. Sometimes the estimate is approved by the customer but won't get completed for another month or more. We only invoice after the job has been completed. By that time the Estimate has e...

We want to increase all our prices by 10% nut are having to go into each product which is extermrely time consuming

As with Sage 50, pop up style message as reminder of specific needs for certain customers/jobs. Some customers require a statement to be sent with their invoice or have specific invoicing requirements e.g. additional information needed. Other cust...