Sage For Accountants Ideas Portal
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18
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
We're Taking A Look At This
18
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
Great Idea Currently In The Works
12
Vote
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 09:34am by Lakhwinder Jalf
Practice Management
Love This Idea Likely To Be Coming Your Way
10
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
One For The Future
9
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
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7
Vote
Fixed Asset Register
Have a fixed Asset Register for all fixed assets and include a depreciation calculator that can be journaled into the accounting system.
Created 10 Feb 09:19pm by Shane Donnellan
Advisory & Reporting
We're Taking A Look At This
7
Vote
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 05:29pm by Niki Sugden
Prospect & Client Management
Love This Idea Likely To Be Coming Your Way
6
Vote
'No VAT' report
Would be so much easier to quickly review what is not included in the VAT return
Created 31 Jul 12:04pm by Cheryl Butler
Advisory & Reporting
We're Taking A Look At This
6
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
Great Idea Currently In The Works
6
Vote
Calendar of upcoming deadlines
It would be really useful to have a calendar, with us able to assign those events to each client. That way we could have a field on the client list showing the date of the next deadline for that client.
Created 25 Oct 12:16pm by Guest
We're Taking A Look At This
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