Accounting Ideas

1 Vote

Do not force a country code for VAT numbers/Add EORI field

For example, I am in the UK. A supplier based in Germany only supplies a UK VAT number and an EORI number. They do not give their German VAT number. I can't enter these in their account detail as the VAT country code (DE) is not editable. There is...

Created 25 Sep 12:57pm

VAT/Taxes

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1 Vote

default to current financial year

Why cant everything default to the current financial year. When allocating bank receipts there is no default set and you have to enter current financial year each time. when looking at customer balances it doesnt seem to have a default. Its pretty...

Created 25 Sep 10:19am

Setup - Navigation - Lists - Usability

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429 Vote

Custom Invoice Template

I would like to be able to customise an invoice template so it matches into my current branding. I've noticed Xero offer this and would be a great improvement to keep brand consistancy.

Created 6 May 02:08pm

Setup - Navigation - Lists - Usability

56 Love This Idea Likely To Be Coming Your Way
479 Vote

Insert, move and copy lines on all grids

I like how in Journals you can add, remove, and copy lines, and move them around so they're in order - can we have that on all grids of data? It would be great to have this for invoices, credit notes, quotes...

Created 23 Nov 07:27pm

Setup - Navigation - Lists - Usability

7 Love This Idea Likely To Be Coming Your Way
1 Vote

Be able to evict a user from Sage

When an employee's computer crashes they are kicked out of Sage and can't get back in until Sage automatically kicks them out. Usually 3 hours later. I know that we can restart our server but this requires everyone to get out of Sage and is not ve...

Created 22 Sep 01:13pm

Automation

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1 Vote

Estimate / Quote generated Order Number, added in field on final VAT invoice please?

It would be so useful to add have the system generated customer order number (from estimate or quote) added automatically to the VAT invoice. It may need to be easily overridden for some, but our customers only have this reference from us all thro...

Created 22 Sep 11:20am

Sales

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449 Vote

Calculate net from gross

I'd like to enter gross (tax inclusive) values, and have Accounting work out the net value automatically, in invoicing and quick entries. Sage 50 has this feature when posting in the sales and purchase ledger.

Created 23 Nov 07:27pm

Processing

45 Great Idea Currently In The Works
3 Vote

Sent Email log

Please can you provide a 'Sent email log' So I can see a copy of all emails sent, including the date, time, content text etc.I often want to look back at when a statement was sent, what text was written in the email, if an invoice sent for the thi...

Created 14 Sep 10:45am

Sales

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212 Vote

Make Cloud version like Sage 50 - Budgets

Budget Reports Audit Trail Reports and more reports.

Created 8 Sep 01:47pm

Reporting

17 Love This Idea Likely To Be Coming Your Way
160 Vote

When entering batches of purchase invoices, replicate the functions F6 and F9 from Sage 50

It would simply speed up data entry. Not being able 'repeat row above' or 'calculate net' seems an obviouis ommission

Created 4 May 02:02pm

Purchasing

4 Love This Idea Likely To Be Coming Your Way