Sage For Accountants Ideas Portal

4 Vote

Unnamed subscriptions in Sage for Accountants

The idea came from Terri Manning. Unnamed subscriptions in Sage for Accountants, that have been migrated to SFA, (thinking about those that were blank and been migrated from PE) you can't rename them like you can in PE. You have to get admin to do...

Created 01 Sep 14:40 by Guest

Prospect & Client Management

0 Great Ideas Delivered
3 Vote

Attach documents to folder within SFA

Add provided documents relating to the work the accountant is doing for the client, which could be payroll, Accounts, OC ETC

Created 01 Sep 14:38 by Guest

Prospect & Client Management

0 Great Ideas Delivered
1 Vote

Email addresses linked to partner editions of sage should be allowed to be added as a user email by book-keepers who need to add the clients accountant as a user

You cannot add an email address to a clients data if that email address is already linked to a Sage partner edition of Sage. So book-keepers trying to add a clients accountant to the data on Sage Business Cloud have the email addresses coming up a...

Created 10 Nov 09:19 by Guest

User Experience

1 Great Ideas Delivered