Simply Accounting - Your Voice
Over the years, Simply Accounting by Sage has made hundreds of changes based on your suggestions, many of which are listed below. Thank you for taking the time to share your insight, as always, your suggestions are welcomed and appreciated.
Your Influence
Help shape the future of Simply Accounting. Become a member of the Product Advisory Board.
You spoke and we listened
View many of the improvements made over the years:
You spoke and we listened, so we added:
More Platforms to Store Your Company Data
You can now store and access your Simply Accounting data from a supported Linux Server. The Connection Manager for Linux is available free-of-charge to all customers running Simply Accounting 2009.
The Simply Accounting Connection Manager is supported on the following platforms:
- Windows 2000
- Windows XP
- Windows Vista
- Windows Server 2003 R2 and 2008, and Windows Small Business Server 2003
- Linux SuSE Enterprise Server 10
- Linux Red Hat Enterprise Server 5
Additional Report Enhancements
- Auto-fit Column Size: All reports include a full set of customization features, including the ability to change a column's width to fit all contents.
- We have also improved the Tax Report to make it easier to transcribe the results to the GST/HST Remittance form.
Additional Banking Features
The Transfer Funds feature now supports credit card receivables and payables, in addition to cash and bank accounts. You can now quickly record a transfer of funds to or from your credit card, bank, or line of credit accounts.
E-mail Simply Forms in PDF Format
Your custom Simply Forms, such as customer invoices, can now be e-mailed as PDF attachments.
Automated Credit Card Processing
Automate your credit card processing with an affordable online service from Sage Payment Solutions. When you sign up for a merchant account at Sage Payment Solutions, you can authorize credit card payments directly from Simply Accounting sales transactions, and then go online to manage your account and view payment reports.
More Learning Resources and Enhanced Help Search
- Redesigned Learning Centre: Use the redesigned Learning Centre as your launch pad for all Simply Accounting learning resources. You’ll find new and frequently updated information in the Learning Centre, including training information and videos, answers to frequently asked questions, updated news and service offerings, and have real time access to discussions in the Simply Accounting Online Community.
- Enhanced Help Search: Search for answers to your questions in the Help, or search the Online Community directly from Simply Accounting.
- New Getting Started Page: Follow the links and directions in the Getting Started page to learn what to do after you’ve created your company database, and get help with common tasks.
Automatic Activation
If you are connected to the Internet, you can now retrieve your Simply Accounting activation key code directly from us, online, instead of manually typing in the information from your registration e-mail. And, if you're eligible for SimplyCARE payroll services, your Simply Accounting payroll id will be automatically retrieved and entered to give you immediate access to automatic payroll calculations.
You spoke and we listened, so we added all the above plus:
Streamlined Setup and Conversion Options
- Use the new Setup Guide to quickly add or edit customer, vendor, employee, and account information. Be sure to watch the quick start tutorials to see just how easy it is to set up your business records in Simply Accounting.
- The New Company Setup Wizard now directly supports quick and easy conversion of your QuickBooks® 2006 or 2007 company to Simply Accounting.
Additional Home Window Enhancements
- The Home Window now displays all window contents, without scrolling, at an 800 x 600 display resolution. If you’re still using the Classic View, switch to the Enhanced View and give the new Home Window another try.
- List panes are now customizable. You can show or hide columns that are not the primary name or description.
- All changes you make to the Home Window are now saved - including list pane customizations, and whether a pane is expanded or collapsed.
Additional Report Enhancements
- Project Reports: You can now Show Corrections on Project reports.
- Account Reconciliation Reports: We’ve simplified the formatting of all Account Reconciliation reports, and you can now customize the report columns in the Summary and Detail reports.
- Deposit Slip Detail Report: We’ve improved multicurrency reporting in the Deposit Slip Detail report.
E-mail Direct Deposit Stubs
If you direct deposit an employee’s pay, you can now e-mail a copy of the direct deposit stub (in PDF format) to the e-mail address noted in the employee record. Several e-mail form templates are provided, which you can customize, if required, in the Simply Form Designer.
Payroll Enhancements
- Order of EI and CPP Amounts: We’ve switched the order that EI and CPP fields display on payroll screens and key reports to help you avoid transcription errors when completing government forms such as the PD7A remittance form.
- Withhold Additional Quebec Tax: You can now deduct additional Quebec income tax from a Quebec employee’s pay. To automatically withhold additional Quebec tax from an employee’s pay, fill in the Additional Quebec Tax field on the Taxes tab of the employee’s record.
- Gross (Taxable) Payroll Amount on the Remittance Summary Report: To help you complete the PD7A payroll remittance form (which records CPP, EI, and Federal Income tax payable to the Receiver General), the gross (taxable) payroll amount for all employees in the remittance period is now noted on the Remittance Summary report.
- Additional Columns in the Employee Detail Report: You can now customize the Employee Detail report to include the system-defined Federal and Quebec benefit amounts (defined as Benefits and Benef. Que in Settings > Payroll > Incomes), and the payroll period end date.
- New Year End Review (PIER) Report for SimplyCARE Payroll Subscribers: Active SimplyCARE payroll subscribers can display and print the new Year End Review (PIER) report. This report will identify CPP/QPP and EI discrepancies so that you can review and revise your payroll records before you product employee T4 slips. This report is based on the Canada Revenue Agency's Pensionable and Insurable Earnings Review (PIER).
You spoke and we listened, so we added all the above plus:
Additional Report Enhancements
- New Sales Receipts by Payment Method Report: The summary of receipts by payment method has been removed from the Sales Synopsis report and is now included in the new analysis report, Sales Receipts by Payment Method.
- Hide Account Detail in Financial Reports: You can now hide "group" and "subgroup" accounts on the Income Statement and Balance Sheet, including comparative versions of these reports. Customize the report using the new Totals option in the Modify Report window, or conveniently expand or collapse the accounts in select groups or subgroups directly in the displayed report.
You spoke and we listened, so we added all the above plus:
More Scalable
For complex operations and growing businesses, Simply Accounting now supports up to:
- 1000 Departments
- 1000 Price Lists
- 100 "Ship To" Addresses per customer
More Granular Security
In Simply Accounting Enterprise, there are now more ways to secure your company information. You can now limit a user’s access to Account Reconciliation and Deposit Slips in the Accounts & General Ledger module. In the new Advanced Reporting window, you can also control exactly which Financial and Banking reports a user can view and edit, giving users access rights to only the reports they need.

