Accounting Ideas

When our clients don't give us all supplier invoices/credit notes we put payments on account from the bank feed to then export a list of invoices not supplied. Currently you can not put a refund on supplier account from the bank feed this also cau...

Even if you restrict access in the settings it is largely irrelevant beacuse of the Summary tab. Case in point, if I have an account execuitve who only has access to Sage to draft a sales estimate they can still see in the summary tab > Top 5 C...

On setting up a new customer the only option is to type Main Contact in the box to prevent Sage putting the contacts name in front of the address. Please either remove the need of Main Contact to allow a contact name to be inserted without it bein...

Allow users to be able to pick invoice due date (e.g - 1st of every month, 15th of every month) Current options mean client has to ensure they create invoices on same day every month or remember to change due date of every single invoice they create.

Auto closing year end is more useful and convenient for the business who run hundreds of departments. Our company is running 200 departments, and not possible for us to create thousands of journal entries to close year end manually.

I hire equipment and always thought a terms & conditions of hire to them but am annoyed and disappointed that although it shows up on the app as being attached that they arent and I have to go theough the main website and physically turn it on...

When setting up a new customer, it would be useful for the Statement run to automatically set to send by email, or to be able to change it when setting up.

It is ridiculous that you can not select the contact whilst making a quote or invoice. It would only require a dropdown box. We have many customers that have many contacts (Estates) so needs to be invoiced to the contact but to the main company. A...

customer wanted a comment added on the reference on contacts

When adding products to purchase invoices can the CODE go under CODE not the name of the wine?!