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Store VAT Certificate
Would love it if we could store the VAT certificate and any other important documented info, such as; the clients UTR/National Insurance number on Sage where it can be easily accessed.
Created 28 Feb 10:48 by Sarah Bentley
Compliance
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Job progress in Tasks
It was be useful to have the different job stages such as jobs in ready to start, being worked on, ready for review, gone for signing etc
Created 29 May 21:16 by Timothy Procter
Practice Management
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Can the Free of Charge payroll and Accounts be able to be linked to Final Accounts
Currently the Free of charge licences for the accountant arent in a folder like clients created are, so would have to export and then import into final accounts
Created 01 Sep 15:04 by Guest
Prospect & Client Management
0
One For The Future
3
Vote
'No VAT' report
Would be so much easier to quickly review what is not included in the VAT return
Created 31 Jul 12:04 by Cheryl Butler
Advisory & Reporting
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1
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Filter Clients in order of Surname rather than Fist name
Very new to client manager and find it strange you cant filter by surname just something we've always been used to
Created 11 Apr 08:55 by nicola willetts
Prospect & Client Management
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3
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Pop up to show when next VAT Return is due
Would be great for a pop up to show when a VAT Return is next due
Created 26 Jun 10:39 by Guest
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Would be good to apply a sales discount % to each customer that is automatically calculated when an invoice is raised
No description provided
Created 07 Mar 10:51 by David Crombie
Bookkeeping
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3
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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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3
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Submission status of all clients
I missed the submission of one self assessment tax return this past busy season even though all the work was done. It would be very useful to view reports showing the submission status of all open accounts/corporation tax returns/personal tax retu...
Created 14 Feb 09:34 by Lakhwinder Jalf
Practice Management
2
Love This Idea Likely To Be Coming Your Way
3
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Confirmation Statement Due Date
Can we have a confirmation statement due date next to financial year end date so we can keep track in one place of the deadline.
Created 20 Jan 17:29 by Niki Sugden
Prospect & Client Management
0
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