Sage For Accountants Ideas Portal

It would be great for AML compliance to add functionality and searches in respect of beneficial owners searches as part of the process, which is a key requirement.

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...

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

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

It has come to my notice that when we send an invite to a client, the client name is not showing on that invite. We have several clients with multiple companies and to avoid confusion it would be useful to have the client name showing. Some client...

Currently the only companies house search is within the data tab on final accounts. I think it would make much more sense to be able to search for the company when adding a new organisation into client management.

Would be great for a pop up to show when a VAT Return is next due

Please provide a manual that our clients can read to enable them to use Sage

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...

Be able to print a list of recurring transactions to populate start and end date, value, decription and supplier if applicable