Accounting Ideas

There is a need for users to regularly review supplier and customer information and the supplier and customer details screen should be enhanced to include all data so that it can be exported to pdf or csv. Without this then the review process is t...

Users would benefit from being able to make bulk changes to contacts. In Sage 50 this is possible. It's particularly useful for example if a user decided to offer 30 day credit terms to customers - Currently they'd have to change this setting manu...

As the VAT period progresses it would be nice to look at a file that could show you the exact amount of VAT that you are liable for at that moment in time so you could prepare for the payment

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.

It would save a lot of time inputting, especially with Quick Entries if you could copy info from the line above.

I strongly encourage the development of a sales order feature similar to Sage50. If a sales order feature is not going to be available then the estimate feature needs to be exponentially more customizable in order to make up for it. Complete cust...

It would be really useful if you could group related nominal codes into one line on the P&L as you can do on SAGE50. So instead of seeing a list of all your overheads, they are grouped into one line, e.g: travel, entertainment, accomodation et...

I know that you can CC yourself into an email sent from Sage with invoices, but it would be useful if there was a place in Sage to refer to for all emails that have been sent historically as proof as when someone says they have no received a copy ...

Please make an option for Supplier Payments to be Recurring (e.g.monthly)Currently you can only set up a recurring payment on an 'Other Payment'direct to the Nominal CodeThis is daft as quite a lot of Suppliers/Purchases have regular Direct Debits...

I want to be able to do a statement run that includes 'overdue' customers only. It currently pulls through everyone with an outstanding payment - some of these are not overdue so I don't want them included in my statement run.