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

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...

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

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