Accounting Ideas

If I create a proforma invoice on the 01/02/22, and then one month later on the 01/03/22 I save it as a sale invoice, the date of the invoice should be automatically changed to the date I am saving it as a sale invoice, to the 01/03/22

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.

When copying a future dated invoice, the new copy defaults the invoice date to today instead of the date the original is set to. This causes extra steps and slows down the process.

We often have to invoice out the same details as a purchase invoice, so it would be great if you could create a Sales Invoice with the exact same lines from the Purchase invoice, modify the prices and complete the sale.

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

When entering a payment on account to a customer who is marked as VAT reverse charge applied - you cannot post the payment as VAT reverse charge - with then means in the future you cannot allocate the payment on account to an invoice. Please add a...

Would be great if you could edit minor errors with reference numbers or description details (not the values or date) on a supplier invoice that's already been paid or posted on the VAT return.

I'm an HOA that bills twice yearly at fixed price so would like to create a single invoice and apply to multiple customers.

I would like to see an area where you can apply Purchase discounts if paid promptly rather than have to raise a credit note which can be long winded. Sage 50 + Quickbooks both have the facility currently