Sage For Accountants Ideas Portal

9 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 1 Sep 02:29pm by Guest

Prospect & Client Management

0 Love This Idea Likely To Be Coming Your Way
7 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 1 Sep 02:48pm by Guest

Compliance

1 We're Taking A Look At This
5 Vote

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 1 Sep 03:04pm by Guest

Prospect & Client Management

0 One For The Future
4 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 03:12pm by Julie Hamilton

Advisory & Reporting

1 We're Taking A Look At This
3 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 09:32am by Shaun Long

Practice Management

0 We're Taking A Look At This
3 Vote

Retain Settings

if you select to not have Folder as main view, don't make us change every time

Created 1 Sep 02:50pm by Guest

Prospect & Client Management

0 Great Idea Currently In The Works
3 Vote

Notification Of Invoices Uploaded by client using Purchase Automation

Having started to use Purchase Automation with several clients it would be great if I could be notified somehow when clients have uploaded invoices. At the moment I have to check the 'Drafts to Approve' tab for each client

Created 19 Jul 04:07pm by Guest

Prospect & Client Management

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

Being able to search for a company on Companies House when adding a new organisation

Currently the only companies house search is within the data tab on final accounts. I think it would make much more sense to be able to search for the company when adding a new organisation into client management.

Created 3 Jul 09:38pm by Marcus Howarth

Prospect & Client Management

0 We're Taking A Look At This
2 Vote

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 10:39am by Guest

0 We're Taking A Look At This
2 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 01:41pm by Nicola Head

Compliance

0 We're Taking A Look At This