Accounting Ideas

Currently these can only be done either in landscape or with the print starting half way down the page. If the printing started much higher up the page it would save a lot of paper.

Please go back to the old Bank Reconciliation on Sage 50 that puts all the reconciled items in a list at the bottom and add back the auto calculator of items selected - our credit card receipts are batched on our bank statement so I need to indivi...

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...

At the moment, one can post payment to the exact amount of customer credit note only. If I have a few credit notes on customer account and want to refund them, I need to refund the exact amount otherwise it is very hard to post the refund. If tran...

This would help chase up clients for payment

When adding a client you have the option to choose 'trade' as a payment option however, when you go to post a payment from an invoice, there is no trade payment option to choose. With finances becoming tight for both businesses and clients, the op...

Title of logged out page says "logged outs" and doesn't need the rogue "s"

We would like to invoice part of a quote for works that are very costly and time consuming, with the remaining un-invoiced element of the quote remaining available for the second invoice. example Quote for £10,000 - works paused due to external fa...

It would be useful if what is input in reference and/or description could be displayed when printing a detailed aged debtors.

Xero allows comment boxes on the bank incoming transactions which helps the accountants obtain the necessary information from the client. I would strongly suggest comment boxes to be provided in the bank incoming transaction module to help with bo...