Sage For Accountants Ideas Portal
Add a new idea
Filter by category
Advisory & Reporting
×
Bookkeeping
×
Compliance
×
Payroll
×
Practice Management
×
Prospect & Client Management
×
User Experience
×
Log in / Sign up
3
Vote
Share files and/or folders saved in a client file within client management with clients - currently accountant can request files from client but having a two way file sharing with clients i.e. key functionality of a client portal
No description provided
Created 11 Jan 10:09am by Paul Sylvester
Practice Management
We're Taking A Look At This
3
Vote
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 04:31pm by Finley Bailey
Compliance
We're Taking A Look At This
3
Vote
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 12:35pm by Shaun Long
Practice Management
Great Idea Currently In The Works
3
Vote
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 02:43pm by Marcus Howarth
Prospect & Client Management
Love This Idea Likely To Be Coming Your Way
3
Vote
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 02:42pm by Marcus Howarth
Compliance
We're Taking A Look At This
3
Vote
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 10:09am by Laura Carter
Bookkeeping
We're Taking A Look At This
3
Vote
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 09:46am by Fiona Maclean
Prospect & Client Management
We're Taking A Look At This
3
Vote
Client Communication
It would be useful for us to be able to make a request, for example asking a client to send or input an invoice, and the client receive a notification and be able to action the request. Thanks
Created 21 Apr 12:39pm by Guest
Practice Management
Great Idea Currently In The Works
2
Vote
Generate a completed 64-8 from Sage cloud for a client to send to client for signature, IRIS has this as an option already
No description provided
Created 27 Feb 09:46am by Lee Wilkes
Practice Management
We're Taking A Look At This
2
Vote
Provide codes for new fixed assets acquisitions. It is always good to show the new assets acquired.
At the moment I have to add fixed assets to the plant/vehicle machinery "additions" and then move them to the "plant and machinery/motor vehicles cost in the following years.
Created 10 Feb 09:24pm by Shane Donnellan
Advisory & Reporting
We're Taking A Look At This
Prev
Next