Accounting Ideas

It woud be very useful to have a way of getting sage to send monthly statements to all customers with outstanding balances, rather than having to go through all customers individually and selecting them in the customer contact record.

In Sage 50, we had the option to add a discount for early payments Invoice due date is ex 30 days but 2% discount if paid in the first 14 days after the invoice is sent this has been great for customers how take times to payand its better than set...

Some new software I’m using for my business will duplicate any customers already existing in Sage. Therefore it would be great to be able to merge my duplicated customers on business cloud.

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.

Very often clients have dual approvers or multiple stakeholders involved in invoice approval.

if you are analysing departmentally at the moment unless you remember to enter a dept each time it will go to none which means all your departmental reports are incorrect

We do Claim insurance job and we need to do quotes. To be clear, we need to group job and product together. But if we forgot or we want to add something, we cant deplace it and group with the other subgroup line. For us its a deal breaker

Can we have a system regarding call backs. To be able to set a date to 'call back' (I have suggested this previously) It is very difficult to record any call backs that we make to quotes and estimates. When we call back we need to be able at a gla...

Wouldnt it be great if we could just click on the red outstanding amount and that would show us which invoices are due.. and then to follow on and record payment - but instead we have to manipulate the dates to find the invoices