Accounting Ideas

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.

It would be so useful to add have the system generated customer order number (from estimate or quote) added automatically to the VAT invoice. It may need to be easily overridden for some, but our customers only have this reference from us all thro...

Please can you provide a 'Sent email log' So I can see a copy of all emails sent, including the date, time, content text etc.I often want to look back at when a statement was sent, what text was written in the email, if an invoice sent for the thi...

It would simply speed up data entry. Not being able 'repeat row above' or 'calculate net' seems an obviouis ommission

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.

When i order stuff that's on a 30day credit account they ask for a purchase order with a order number then when item arrives it has the invoice which can then be but in as a purchase. Would also be good if you could convert a purchase order to a p...

The three dots on the right of the item line on an invoice help with the job allocation and cost center but could we adjust it so that you can just do the insert of the information for the entire invoice instead of always each line. Kind of an ove...

On back of customer feedback would like to see quantity of am item included on Sales invoices in SBCA start

Currently need to use a separate in house system to record when invoice has been chased, this is a timely and outdated way of doing it - this would be so much simpler.

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.