Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-183 Custom Invoice Template.

Creating your own custom business invoice/reporting templates? (Click and builds) Merged

Why is it useful?

It would give businesses and individuals the ability to create their own templates within Sage rather than using the limited set templates and having to recreate invoices using external design templates, essentially doing the same job twice.

The same would apply for final accounts reporting and corporation tax, personal tax

Who would benefit from it?

Sage users - more tailored and well rounded SAP package. For the price users are paying you would expect features of this nature to come included. It would save users the extra time and money plus create a more automated experience within Sage.

Sage PLC - great added feature that customers will appreciate. Could include premium templates by designers as an add on..


How should it work?

Option 1. Sage providers a template which can be downloaded, customised and uploaded into Templates e.g MS excel file with fixed field types that can be dragged, dropped and resized. Adobe template integration etc.


Option 2. Click and builds section built into the software or 3rd party marketplace for fully managed template design

  • Guest
  • Jun 22 2021
  • We're Taking A Look At This
  • Guest commented
    July 30, 2021 10:43

    This would be really useful. The reports are so limited