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When the cloud goes down
Having no access to customers details or able to create invoices is problematic, basically freezing a business from operating , can we not have a basic version where it holds certain info and then updates late on - this is something i think we are...
Created 19 Nov 11:06 by Catherine Smart
User Experience
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Dark mode
Should have an option like excel does that enables a dark mode for those who work long hours (especially for December & January deadlines).
Created 13 Nov 16:31 by Finley Bailey
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Subtasks on Tasks
On tasks, it would be helpful to have subtasks that can be checked off.You can currently enter details, manually adjusting the text as subtasks are completed, but it would be much easier to have checkboxes
Created 24 Oct 12:35 by Shaun Long
Practice Management
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Great Idea Currently In The Works
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Add more partners to partnership tax return submission
The total amount of partners allowed to be included within the partnership tax return submission on Sage is 2. This needs to be increased so that we can actually use this service
Created 23 Oct 10:59 by Ashley Seadon
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Remove SIC codes from individuals
When adding an individual you are asked for a SIC code which do not apply to individuals so not sure it is needed
Created 14 Oct 14:43 by Marcus Howarth
Prospect & Client Management
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Change Accounts status to finished when filed
At the moment, on the final accounts product, when you complete a set of accounts and file at CH they still remain 'in progress' at the top. It would be great if they were automatically changed to 'finished' at the top status and move to the right...
Created 14 Oct 14:42 by Marcus Howarth
Compliance
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Reverse charge VAT rate in Money Out screen
Currently cannot pick up the reverse charge tax rate unless you are in a purchase invoice. This is frustrating for payments which would usually be entered direct from the bank screen.
Created 22 May 10:09 by Laura Carter
Bookkeeping
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List of tax returns and accounts filed
would be great to be able to get a list out of what has been filed and what needs filed
Created 12 Mar 15:12 by Julie Hamilton
Advisory & Reporting
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Obligations tab
The plan was to build a tab in the client list but also within the client. It'll show upcoming obligations and their status. eg VAT return due in 5 days. If the VAT return has been completed in the software it'll update to complete in the obli...
Created 01 Sep 14:29 by Guest
Prospect & Client Management
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Great Idea Currently In The Works
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Assign clients to users screen - search function
Could a search function please be added to this screen to make finding users easier for updating access changes.
Created 15 Apr 09:46 by Fiona Maclean
Prospect & Client Management
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