SAGE INSTANT ACCOUNTS - anything missing?

  Forum Editor 18:28 04 May 2010
Locked

By now you should have become more familiar with this software, and you should have had time to discover whether it covers all the bases - is there anything which in your opinion is missing, or anything that could be usefully added?

  ajm 19:38 04 May 2010

Having used MS Accounting Pro over the last year and half, I have becomed accustomed to right clicking customers invoice and presented with a choice to print the invoice or send it as an pdf attachment through email.
This is missing in Sage.

  Proclaimer 19:41 04 May 2010

I would like to be able to email a quote direct to a customer as soon as I create the quote. As yet I don't even see an option to email a quote let alone do it as I create it.

  Proclaimer 21:19 04 May 2010

and adding my Logo to the invoice and any other docs would be nice. Even having my logo displayed inside the Software would be a nice cosmetic touch.

  Forum Editor 23:52 04 May 2010

From the Sage website:-

"If you’re a Sage Pay user you can now add a ‘pay now’ button to your invoices in Instant Accounts for speedy payment. For example, if you send invoices by email you can embed a ‘pay now’ button in your invoice. This lets your customers make immediate card payments online via the Sage Pay website - which provides more flexibility of payment as well helping to improve your cash flow."

As for adding your logo:-

1. When in the Report Designer window, click on the "Picture" button, then left click on the area where you want to add your logo or other image.

2. From the open window browse to the location of your graphic file and click on Open.

3. The selected image or logo appears on the page and can now be resized to appropriately fit your page.

  sunnystaines 07:32 05 May 2010

its so extensive, i have not come across anything yet i could suggest to add.

  Pine Man 07:58 05 May 2010

Unless I've got it wrong you can't have one quote for services and products together; ie Supply and fit an item. The goods appear to have to be on one quote and the labour on another.

  Cara2 10:06 05 May 2010

Recording a payment directly from an invoice, I would like to see a 'payment in full' option, rather than having to enter the amount - if that makes sense?

  Proclaimer 15:32 05 May 2010

at the same time as creating a new quote and not having to open another pop up window (the account reference window) to enter the new customer details would be nice when I am on the phone, working one handed.

  Proclaimer 15:38 05 May 2010

I would like to be able to resize any pop up windows to suit me. sometimes you can't see enough data in the smaller split screen report windows.

  Proclaimer 15:54 05 May 2010

I would like to be able to search for a Product by Name, it seems I can only search by Product Code and the search 'wizard' makes it even harder to find what I am looking for.

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