Accounting Ideas

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

The basic accounting concept of transferring the P&L balance for a year to the balance sheet needs to be adhered to in all the reports. Currently, the Nominal Activity analysils shows a closing balance figure that is incorrect (for the P&L...

Would be great if you could edit minor errors with reference numbers or description details (not the values or date) on a supplier invoice that's already been paid or posted on the VAT return.

A column showing the description of the entry would be very useful. For example at the moment during a bank reconciliation we have multiple 'other payments' for the same amount. There is no way of seeing the description to know which one we are re...

Very often clients have dual approvers or multiple stakeholders involved in invoice approval.

It would be immensely useful to be able to change department or nominal codes on purchase or sales invoices that have been paid without having to do a journal every time.

The ability to 'unmatch' a bank transaction that has been incorrectly matched would be very useful (this feature is available in QuickBooks for example).

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...

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.

I don't like the new balance sheet and P&L, too narrow on screen. Is there an option to make the old reports the default if we wished?