Sage For Accountants Ideas Portal

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

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.

Could a search function please be added to this screen to make finding users easier for updating access changes.

Very new to client manager and find it strange you cant filter by surname just something we've always been used to

would be great to be able to get a list out of what has been filed and what needs filed

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.

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

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...

Would be so much easier to quickly review what is not included in the VAT return