Hi,

Withing the Customer Projects section is it possible to have independent invoicing/ statement/ reporting function?

Thanks,

Johnny

  • Hi Johnny,

    There are Reports in the Projects module, which are unique to that module. Info on these reports here.

    However, it’s not possible to produce invoices and statements from the Project module, these are produced in the Invoices and credits and Customers modules respectively.

    You can log this as a suggestion to improve our Sage Accounts software on our Ideas Community: https://communities.sage.co.uk/ideas/

    To log your idea select Sage 50 Accounts and then Submit an idea.

    Once logged, we’ll be able to use your idea and help us to shape your Sage software. Other customers will also be able to vote on your idea.

  • Hi Paul,
    Thanks for your feedback. We work in construction and we could be working on say 10 different jobs for the one builder. Each of these jobs will have to be independent with regard to invoicing/ statements etc but ultimately we are working for the same organisation. Is there any way of creating sub accounts within a customer? Otherwise we would have to set up new customers for evey project and we would have multiple accounts newco001, newco002, newco003, newco004 etc etc with no link between them! We have tried this before and it does not work for us.
    Regards,
    Jonathan
  • Hi Jonathan,

    It’s not possible to create sub accounts for your customers in Sage Accounts. This is something that can be added as a suggestion on our Ideas board to improve our Sage Accounts software.

  • Hi Maria,

    Thanks for using our Product Support Community.

    The Projects module is available in the following variants of Sage 50 Accounts: 

    • Sage 50 Accounts Plus
    • Sage 50 Accounts Professional
    • Sage 50cloud Professional

    If you’re not using one of these variants, you can upgrade your current variant to include the Projects module. If you’d like to discuss this further our Upgrades team are available at [email protected] or on 0800 33 66 33.