search icon

Accounting updates

2019

11 NOVEMBER
Black icon of calendar

Improvements

  • Fixed: You can now email a sales quote or sales estimate with no expiry date.
  • Fixed: When converting a quote or estimate to a full invoice, EU sales descriptions are now retained.
  • Fixed: In Accounting Start, you can now create a new Money In or Money Out transaction and amend the date without specifying a Contact.
  • Fixed: Changing the date your monthly statements recur no longer stops the report generating.
  • Fixed: You can now create a customer from within an invoice, without affecting the credit terms set on the invoice
  • Fixed: You can now always view your VAT Return when it includes transactions dated before the VAT Return period. 
30 SEPTEMBER
Black icon of calendar

Improvements

  • Fixed: Tax amounts are now updated correctly when you save an edited Other Payment, Other Purchase or Other Receipt.
  • Fixed: You can now change main contacts and edit their details without having to create a new invoice address.
  • Fixed: When switching from a customer that has a tax rate of 0%, to a customer that has a different tax rate, VAT amounts are now calculated correctly.
  • Fixed: Stripe accounts are now automatically disconnected from Accounting when you reset or restore your data. Stripe accounts can also be manually disconnected.
31 JULY
Black icon of calendar

Made a mistake? Correct with ease

We all know that mistakes can - and do - happen. Perhaps you’ve assigned a transaction to the wrong ledger code or department. We’ve now made it easy to make corrections to get things back as they should be.

Powerful search takes the hard work out of tracking down what’s wrong - whether sales invoices, bank transactions or journals.

Whether your mistake affects one or hundreds of transactions, you can soon get things corrected. Select what needs to be changed and set Sage Business Cloud Accounting to work.

Find out more about correcting transactions.

9 JULY
Black icon of calendar

Export your Chart of Accounts

Export a Chart of Accounts from Sage Business Cloud Accounting for use elsewhere. This feature will save you time recreating a Chart of Accounts from scratch.

To create this export, click Export Accounts in the New Ledger Account drop down and you can download a CSV file of the output.

10 JUNE
Black icon of calendar

Chart of Accounts – ledger account visibility

When importing a custom chart of Accounts via CSV, you can also now define which ledger accounts within the app the nominal ledger codes will be visible within. This alleviates any need for manually assigning and this can be done once when importing the Chart of Accounts and does not need to be done again!
28 MAY
Black icon of calendar

Edit your bank account in bank transactions

We've now enabled you to edit bank transactions that are not bank reconciled in order to change where the payment is paid to. Ideal if you've made a mistake!
14 MAY
Black icon of calendar

Improvements

To assist users who trade goods with customers within the EU, we’ve created overseas purchase and overseas sale of goods reports, helping you to reconcile effectively. They’ve now been updated to include the ability to export to PDF.

To help new users (who have signed up from the 7th May), we’ve improved our getting started wizard. Now, we’ll help guide you through the key steps so that you can get the most out of Accounting. Existing users will still be able to access the older Getting Started tab and hide it forever with one click. They can now also retrieve it from the Settings area.

14 may product update
  • Fixed: If you are registered for MTD and then reset your business data, you were unable to re-authenticate with MTD.
  • Improved: We now warn you if you raise another payment or receipt against a contact who has an outstanding balance.
07 APR
Black icon of calendar

Customise your Chart of Accounts (COA)

You've given us feedback that it would be beneficial to be able to use your own custom chart of accounts in Sage Business Cloud Accounting. Well, we're delighted to announce that now, you can. Create (and save) custom chart of accounts templates for different types of clients. Import a custom chart of accounts into Sage Business Cloud Accounting Start or Accounting with ease. Customising enables you to save time by removing repetition of amending ledger accounts individually for those clients who need it. More info and a how-to guide can be found here.
04 APR
Black icon of calendar

Making getting paid so easy, you don't have to think twice

No business likes to chase its customers, or to have awkward conversations that they feel risks their relationship. To help avoid these awkward conversations we’re improving our emailed invoicing to minimise confusion and avoid uncomfortable questions. 

We’re pleased to announce Accounting will give you visibility of your sales invoices, sales credit notes, estimates and quotes. Created, sent, viewed or paid – you’ll know where it’s up to and helping you to get paid. 

Find out more.

Accounting updates screen  - visibility of invoices, credit notes, estimates

18 FEB
Black icon of calendar

Improvements

• Fixed: Re-calculation of MTD draft return did not bring in new transactions within the period.
• Fixed: Sometimes unable to unallocate a bank reconciled invoice.
• Fixed: We now validate the maximum length of the reference and description on Bank Transfers.
• Fixed: Sometimes the customer receipt contact did not match the sales invoice contact.
• Fixed: Prevent VAT scheme change when you have unreconciled transactions.
• Fixed: Improve validation error messages on CSV imports.
04 FEB
Black icon of calendar

Bank Rules

When using Bank Rules to match you bank transactions, you can now create all the matched transactions in one click, instead of clicking each item individually. We hope this saves you some time!
Sage Business Cloud Accounting  - Bank Rules Screen

2018

05 DEC
Black icon of calendar

Journals

Working with journals is now easier than ever. Our latest update completes a series of improvements, adding and improving journal functionality.

Viewing journals brings the ability to print and save a PDF file, plus ability to delete a journal.

When creating journals you can copy, delete and insert entries, plus drag & drop to reorder entries and also add attachments. Editing journals also gives you copy, delete, insert and reorder entries plus attachment functionality.

It all adds up to a better experience as we continue to improve Sage Business Cloud Accounting & Start.

Create & edit actions

create and edit actions

New Actions - Print, Add file & Delete

new actions print add file and delete
20 NOV
Black icon of calendar

Improvements

  • Improved: We now warn you when deleting customers if they have pending quotes.
  • Improved: We have made it easier now to respond to subject access requests (SAR) for GDPR purposes. You can request a report of all data we hold for that contact.
  • Improved: We have improved the GDPR options in Financial Settings. You will now be able to set your retention period with a period up to 99 years.
  • Improved: Bank Rules - We now warn you for more cases when we cannot fully apply a bank rule.
  • Fixed: We have removed VAT rates from an invoice VAT analysis that were showing in error.
  • Fixed: We've improved the validation when uploading invoice company and association logos.
06 NOV
Black icon of calendar

Improvements

  • Improved: In Journals grid column headers and the PDF report have been arranged in a consistent way.
  • Fixed: VAT return stuck with status "HMRC Processing VAT Return - please check back later.".
  • Fixed: Sales revenue report stuck loading when filtering by category.
  • Fixed: Nominal activity report continuously spinning but never generated in some circumstances.
  • Fixed: When changing from Standard VAT to Not Registered, historical invoices no longer showed VAT information.
  • Fixed: Sometimes when printing your VAT summary you received an error.
  • Fixed: Updated prices for Services are not being pulled through when an Invoice is created.
  • Fixed: Quote and Estimates PDFs incorrectly showed a Pay Now button.
  • Fixed: Delivery notes had an incorrect layout when using the Graphite Service template.
  • Fixed: When changing from Standard VAT to Not Registered, historical invoices no longer showed VAT.
  • Fixed: Deleting a Stock Category was causing a issue with the Stock Movement Report filter.
11 OCT
Black icon of calendar

GDPR Reports

New reports have been created for GDPR reporting. Get a list of contacts that meet all requirements of data retention, show all contacts that have been already removed, plus ability to bulk operate over pending contacts. You can also see a history of events for contacts and settings.


Improvements

  • Improved: In Journals grid column headers and the PDF report have been arranged in a consistent way.
  • Fixed: VAT return stuck with status "HMRC Processing VAT Return - please check back later.".
  • Fixed: Sales revenue report stuck loading when filtering by category.
  • Fixed: Nominal activity report continuously spinning but never generated in some circumstances.
  • Fixed: When changing from Standard VAT to Not Registered, historical invoices no longer showed VAT information.
  • Fixed: Sometimes when printing your VAT summary you received an error.
  • Fixed: Updated prices for Services are not being pulled through when an Invoice is created.
  • Fixed: Quote and Estimates PDFs incorrectly showed a Pay Now button.
  • Fixed: Delivery notes had an incorrect layout when using the Graphite Service template.
  • Fixed: When changing from Standard VAT to Not Registered, historical invoices no longer showed VAT.
  • Fixed: Deleting a Stock Category was causing a issue with the Stock Movement Report filter.
22 AUG
Black icon of calendar

We’ve added the capability for you to choose when a Customer can make an online payment on a per Invoice basis.

card payment toggle
21 AUG
Black icon of calendar
  • Fixed: Reports: The Detailed Nominal Activity report was showing deleted entries - seeing deleted things once you’ve deleted them was more than a little confusing so now deleted things, stay that way.
  • Fixed: When saving an invoice using Save & Print it wasn’t marked as Issued - now it will be.
07 AUG
Black icon of calendar

Attachments

We’ve extended the Attachments capability that we have in Purchase Invoices and Credit Notes so that you can now attach documents and images to all Bank Receipts, Payments and Refund transactions.

attachments
02 AUG
Black icon of calendar

Email Quotes & Invoices

Quotes and Invoices are now sent in the same way as the Sage Accounting web application, so no matter where you send Invoices from - in your office, or on the go - your customers will receive the same experience. This enhancement also means that users who have integrated with Stripe will be able to get paid more easily, as emails will now include the View Invoice link.


mobile
30 JUL
Black icon of calendar

HMRC Making Tax Digital (BETA)

We now support HMRCs Making Tax Digital (MTD)for VAT Beta programme. The MTD service delivers a fully digital on-boarding and VAT Return submission service for Customers and Agents, creating a much better experience for Tax Payers and Accountants. HMRC and Sage will be working with customers who’ve been selected as eligible to join the Beta programme.

Refunds: Other Payments & Receipts

It’s now possible to create refunds for Other Receipt & Payment transactions. Previously it was necessary to create a Dummy Credit Note and Refund in order to keep your accounts in order - now it’s just a case of raising the refund - simples!

enter refund

Stripe: Enhanced Payouts

Sometimes Stripe Payouts contained details of payments and refunds that were not created by Sage Accounting. This caused some mild confusion for our Payments logic - we’ve now worked out how to deal with this, so those payouts can be processed automatically.


Improvements

  • Fixed: When Saving & Printing or viewing a PDF the Invoice wasn’t being marked as issued - now it is.
  • Fixed: We noticed that sometimes telephone and mobile numbers changes were not updated when saved.
  • Fixed: Broken GDPR "Help me choose" links on some countries and locales.
16 JUL
Black icon of calendar

Journals

We've improved the Journal View to bring it in-line with the changes we shipped earlier this year around Quotes, Estimates and Invoices. The addition of the Action Panel makes it easier to manage your journals, by providing instant access to key tasks such as Reverse and Copy. We've also added the ability to Print a Journal.


journal screen
09  JUL
Black icon of calendar
  • Improved: GDPR You can now view Quick Entries that have been anonymised as part of GDPR.
  • Fixed: It shouldn’t be possible to create “Other Payment/Other Receipt” transactions for Overseas contacts via Bank Feeds - now you can’t.
  • Fixed: If you raise a purchase invoice to an overhead code and save the invoice you receive an error 'Line items is purchase for resale invalid for this ledger account’.
  • Fixed: In some rare cases, transactions were missing from Tax Returns - now we’ve scooped them all up.
  • Fixed: Certain countries are not available for selection when creating a customer or supplier address, now they are - so if you trade with customers or suppliers in Vanuatu, French Polynesia or Curaçao then Sage Accounting is now ready for you.
  • Fixed: If you tried to change the customer on an unpaid Sales Invoice, then you got an error - now you don’t.
  • Fixed: Sometimes the "Money Out" tab in banking wasn’t accessible, we had a word and now it promises to be available whenever you need it.
  • Fixed: The buttons didn’t look very good on smaller screens, now they’re fine and dandy whatever size screen you have.
19 JUN
Black icon of calendar

Improvements

  • Improved: We used to let you connect a Stripe account to two businesses at the same time, perhaps not surprisingly this caused problems. 
  • Improved: We've improved the performance of Data Imports.
  • Fixed: Exporting the Detailed Nominal Activity report was showing deleted transactions.
  • Fixed: In some circumstances the Nominal Activity Report didn't always show running totals correctly.
  • Fixed: Some times the Invoice Address didn't show properly on Invoices.
29 MAY
Black icon of calendar

Improvements

  • Fixed: If you tried to edit the main address, after deleting a contact you used to get an error.
  • Fixed: When converting a quote to an invoice, sometimes the discount percentage was set to zero incorrectly - now it's correct.
  • Fixed: Some users couldn't access Record & Transaction settings, this seems unfair, so now everyone can.
  • Fixed: Adding a contact and delivery address to an existing contact used to cause an error.
  • Fixed: Duplicate line items with same details were not showing on RTD report (Ireland Only)
16 MAY
Black icon of calendar

GDPR Update

Sage Business Cloud Accounting & Accounting Start now supports the GDPR right to be forgotten for all the contacts that our users have in the system. This functionality allows our customers to obfuscate all the contacts' personal data they have in the system and ensure that they can no longer be identified.

GDRP
25 APR
Black icon of calendar

Online Payments

We’ve partnered with Stripe to enable you to take credit and debit cards from within Sage Accounting, or allow users to make payments themselves through the Online Invoices feature we released last week. Simply sign-up for Stripe (or connect your existing account), and start taking card payments in minutes. Payments are automatically processed by Sage Accounting, updating the Invoice status, allocating the payment, dealing with fees.

1. Connect or Sign-Up for Stripe
card payments
2. Take Payments over the Phone / Customer makes Payment from Invoice
take payment
3. Payments and Fees are automatically added to your Account
product  update
19 APR
Black icon of calendar

Invoice View

We’ve redesigned the way in which Invoices, Quotes & Estimates are displayed, making it easier to perform key actions.

new layout invoice update
16 APR
Black icon of calendar

Hosted Invoices

When emailing invoices, quotes and estimates, your email now contains a link to the document stored in the Sage Business Cloud. This means customers can view their document on any device, with any screen size, and can easily print or download it, as well as see the latest status of the Invoice.


hosted invoice
09 APR
Black icon of calendar
  • Fixed: Changing the Nominal Code for a Bank Account used to result in a new account being created, now the Account is renumbered.
22 MAR
Black icon of calendar

Improvements

  • Improved: We've added a county drop-down menu to address fields to help you quickly enter addresses accurately.
  • Fixed: Sometimes you got an error when editing a purchase invoice after changing vat schemes.
  • Fixed: Sometimes you got an error when saving a sales invoice with a date prior to the lock down date.
  • Fixed: You couldn't save a contact for Belgium if you entered a tax number, even though the tax number was valid.
  • Fixed: Profit and Loss and Trial Balance reports had problems running for the period 'Last Financial Year' if your year end date was set to a leap year e.g. 29/02/17.
  • Fixed: The confirmation tick was a bit too big when creating new products and services.
  • Fixed: The Statement Settings screen wasn't always remembering your choices.
  • Fixed: If you try to post an other receipt or other payment to an invalid nominal code, clicking ok to the error message wasn't clearing the invalid code.
  • Fixed: The product or service cost price wasn't picked up in the profit analysis report for invoices created on the mobile app.
  • Fixed: A small number of customers couldn't view more than one page of the nominal activity report when it ran to multiple pages.
  • Fixed: A small number of customers were getting duplicated transactions on the nominal activity report.
  • Fixed: Sometimes when running a nominal activity report for a custom date range and drilling down into a nominal code, the custom date range is lost.
08 MAR
Black icon of calendar

Bank Feed Matching & Splitting

When matching bank feed transactions, you can now split an incoming transaction into multiple parts. You can also create new transactions there and then without leaving the page. We hope this makes matching your bank feeds quicker and easier!

splitting transactions
22 FEB
Black icon of calendar

Improvements

  • Fixed: Sometimes you got an error when trying to print a remittance for a supplier payment cheque.
  • Fixed: The Sales Revenue report had some misaligned controls in Internet Explorer 11.
  • Fixed: Some customers were unable to access the Bank Reconciliation screen.
  • Fixed: Sometimes refunding a payment via the Sales Invoice screen caused an error.
  • Fixed: The Aged Report was not picking up some allocation amounts for specific customers.
  • Fixed: Sometimes the Aged Report was not picking up reversed transactions correctly.
  • Fixed: If you upgraded from Cashbook or Accounts, the default price was not being populated on your invoices.
09 FEB
Black icon of calendar

Updated Global Navigation

The global navigation bar has been updated to a new clean layout. You will still find all the links you had before in the new dropdown menus.

 
global navigation

Sales Revenue Detailed Report

The new Sales Revenue Detailed report shows the individual sales transactions for your Products and Services and includes the quantities sold, sales revenue, cost and profit for each sale. The report can be exported for either one or all of your items to either PDF or CSV.
Sales Revenue Detailed
04 FEB
Black icon of calendar

Searching (Grids)

You can now specify all your search criteria before pressing 'Enter' or clicking the new 'Search' button to start your search. This saves time when setting multiple search criteria. When the search is complete you can change your search criteria and search again.


sales invoices