Sage For Accountants Ideas Portal

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...

when assigning tags on client management screen, the page refreshes and takes you back to the first page, this is really annoying and time wasting, more so when you have multiple pages of clients. can it be changed so you can either, or both, tag ...

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.

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

Using Criteria options to reduce the number of clients to indicate which clients a user will have access to, with options such as software, tags

Would be helpful if Final Accounts checks the number of employees and turnover and balance sheet amounts in order to warn if small business standards cannot be used.Either that, or a list of the criteria when selecting the accounts pack.