Accounting Ideas

When setting up a new customer, it would be useful for the Statement run to automatically set to send by email, or to be able to change it when setting up.

It's very frustrating, and I sometimes forget, to turn off the 'pay by credit card' option when generating an invoice. We only offer this option to a select number of clients, and there's no option within the create an invoice section to turn it o...

Invoicing - when using multi-company login, I want the invoice to be sent from the email address of the 'active' company and not always the login email address. I find it incredibly frustrating that when I login using my multi-company email addres...

The ability to post in the gross box on supplier invoices so vat is automatically calculated (similar to processing other receipts/payments)

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.

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.

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

Hi, Is there a way you can revise the Issued Date when a SQ is revised and resent to the customer. It seems to keep the original date is was created.

customer wanted a comment added on the reference on contacts

It saves having to allocate credit notes first. The option is there to select but it doesn't work. We were previously using Intuit Quick Books and they have this facility - so very useful and saves time