Sage For Accountants Ideas Portal

1 Vote

Disclosure Checklist

Hi, Is it possible if Sage develop Disclosure checklist for assessment of clients accounts?

Created 18 Apr 11:45 by Yesim Tilley

Practice Management

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1 Vote

Annual Data Questionnaire

It would be great to be able to have the functionality to send out questionnaires to personal tax clients like you can in the desktop version. https://help.sbc.sage.com/en-gb/personal-tax-dt/C/ADQs/Perstax2Annual_Data_Questionnaire.html

Created 15 Apr 13:41 by Nicola Head

Compliance

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1 Vote

Review Chart of Accounts allocation

Some of the chart accounts are not set up to accept certain types of transactions. I suggest a review perhaps with an experienced user - Recent example was 9999 which would not accept other payments or receipts

Created 12 Apr 11:33 by Peter Chandler

Bookkeeping

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1 Vote

Mass Migration Client Folders not Just licences

The ability to mass migrate client folders not just product licences

Created 04 Apr 15:58 by Adam Girling

Practice Management

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8 Vote

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

0 Love This Idea Likely To Be Coming Your Way
1 Vote

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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1 Vote

Trial or Demo for Clients

End users or clients can currently get a trial subscription before paying for Sage.From the Accountant side though, we cannot have a free trial. It would be VERY useful if we could get a 1 month trial on subscriptions we issue.Currently I have cli...

Created 11 Mar 09:32 by Shaun Long

Practice Management

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6 Vote

Email Signatures

Relating to both OC and SFA few big opportunities lost due to feature now being available > mainly relating to interaction with OC

Created 01 Sep 14:48 by Guest

Compliance

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1 Vote

Introduce a recently viewed feature in Sage for Accountants

Every time one wants to access a client the name has to be searched. It would be good to have a list of recently used clients to go straight into

Created 01 Mar 15:08 by Peter Chandler

Practice Management

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1 Vote

Launch PT Viewer from Client List

From the client list, clicking PT Viewer should launch it immediately, like the other links such as Final Accounts do. At the moment it takes you to another page, where you then have to click Launch Personal Tax Viewer to open it. Thanks

Created 28 Feb 12:38 by Shaun Long

Practice Management

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