Accounting Ideas
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The ability to give a reason a quote has been declined
If we could record the reason why a quote has been declined, eg price, competitor quote, not going ahead at all (5 user input fields would be great) then this could be reported on.
Created 09 Jan 20:31
Reporting
0
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4
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Ability to make the old Balance Sheet and P&L the default view.
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?
Created 09 Feb 11:29
Reporting
0
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5
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ADD NEW PAYMENT OR CREDIT IN BANK RECONCILIATION
I am contstantly having to save for later a bank rec so that I can go out and add another payment or credit which has cmae through the bank. If i was able to do this while still in the bank reconciliation it would save alot of time
Created 01 Feb 14:24
Banking
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Use hyperlinks in signatures.
Everyone uses twitter, facebook, youtube nowadays. We would like to include these links to our signature when posting invoices and other email correspondence through Sage. Currently this is not possible.
Created 25 Aug 08:53
Automation
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Globally change Credit Terms For Existing Contacts
Customers should be able to globally change terms and conditions like credit terms for existing customers and suppliers, especially if they have a large amount of contacts. Also when the terms are changed from an amount of days after invoice date ...
Created 22 Jul 10:17
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Ability to Change the Chart of Accounts for our Reporting Needs
Sage 50 was great for being able to lump different codes together depending on what you were reporting on. being limited to Direct Expenses, Overheads etc is quite limiting when ideally we could have separate sections for our main accommodation an...
Created 13 Jul 13:52
Reporting
0
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Comparative report for Balance Sheet and Trial Balance
Right now I can see compartitive report for Profit and Loss Report but not for Balance Sheet and Trial balance as for these two reports its upto a date total, I think the comperitive report for Balance sheet and Trial Balance is neccessory as well...
Created 23 Jun 10:34
Reporting
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CUSTOM INVOICE TO HIDE PART NUMBERS
We are a garage and use both Stock Parts and Service on the same invoice. The problem is that we need a sales invoice that does not show part numbers but does show quantity. Currently, the invoice templates to choose from either have part numbers ...
Created 14 Feb 16:16
Sales
3
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40
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PO Number on Invoice
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...
Created 10 Feb 10:09
Processing / Purchasing / Sales
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Create customized reports
Please add the ability to create customized reports, like in Zoho Books and Quickbooks Online.
Created 05 Jan 16:17
Reporting
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