Accounting Ideas

321 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

39 Love This Idea Likely To Be Coming Your Way
148 Vote

An option to hide inactive or closed customer and supplier accounts

No description provided

Created 25 May 12:45pm

Setup - Navigation - Lists - Usability / Ledger Management

3 Love This Idea Likely To Be Coming Your Way
132 Vote

Ability to add or remove a line just as F7 and F8 works on Sage Line 50

The F7 or F8 keys were very handy in Sage line 50 as I do a lot of entries with dates now if I make a mistake right at the end, I then have to delete all the lines prior to the mistake to rectify it.

Created 16 May 08:41pm

Sales

8 Love This Idea Likely To Be Coming Your Way
264 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

31 Love This Idea Likely To Be Coming Your Way
106 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

2 Love This Idea Likely To Be Coming Your Way
121 Vote

Make Cloud version like Sage 50

Budget Reports Audit Trail Reports and more reports.

Created 8 Sep 01:47pm

Reporting

8 Love This Idea Likely To Be Coming Your Way
97 Vote

A gentle reminder sent to the customer when an invoice becomes overdue

A facility to send an automated "gentle reminder" when an invoice becomes over due? With the option of setting specific timeframes after which reminders will be activated? Would help small business that have to chase payments.

Created 6 Jul 01:30pm

Payments

4 Love This Idea Likely To Be Coming Your Way
68 Vote

Flipping through invoices

When looking at the invoices we have to click on it and go back to sales every time, it would be a time saver to be able to flip to the next one instead.

Created 23 Nov 07:03pm

Setup - Navigation - Lists - Usability

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

Net month account payment terms.

e.g. Payment is due at the end of the month following the month of the invoice. This is a common payment term and was available in Sage 50 account.

Created 30 Aug 10:43pm

Payments

5 Love This Idea Likely To Be Coming Your Way
31 Vote

Recurring journals

Automatically posting journals each month that are going to repeat (set rules and dates same as recurring invoices), eg depreciation, straight line loan interest, unwinding a prepayment etc. Xero has this, very useful.

Created 9 Jul 09:23am

Automation

1 Love This Idea Likely To Be Coming Your Way