Accounting Ideas

The basic accounting concept of transferring the P&L balance for a year to the balance sheet needs to be adhered to in all the reports. Currently, the Nominal Activity analysils shows a closing balance figure that is incorrect (for the P&L...

We receive payments by direct debit and it would be useful to be able to identify these on our client accounts

I was trying to find an entry that was done today but was a back dated transaction. Because you have to put a date range in everything on this system you cannot just bring the audit trail up showing everything entered today despite the transaction...

When emailing invoices you can see if they're sent and if they're successful, there is no report to see which invoices have been successfully emailed which would help, and if they're not the reason why (blocked due to spam, invalid email address etc)

i have 3 companies and i needed to use 3 seperate email addresses and logins for each. I would like to add the 3 companies under one login. Also I should get a loyalty discount. Also its buggy with browser cookies and settings trying to log out fr...

If you ever just want to down a csv file of customers or invoices or suppliers etc. the easiest is to select all on the frontend. But currently Sage can only support select all PER PAGE which is limited to 100 per page. So you keep having to tick ...

Once a Statement has been sent to a customer, the ability to come back to it to see the date that the statement was sent to the customer and whether it has been received and viewed by the customer.

We are changing our Bank Details due to Ulster Bank leaving the Irish Market. It would be useful & time saving to be able to email our new account details to ALL customers as an accumulative instead of having to do this individually.

Once you sort clients by name/code etc. Don't revert order back to setup order every time you go in and out of clients. I.E. once order is set it always stays as this unless you want to change it

An option to drill into the VAT return on the report page to review and change any errors that may have occurred. Instead of having to download a detailed report, then cancel the current VAT report to change anything if there are any errors.