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Invoices & Bills

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Font size on estimates

Considering the original request was dates 2018- it's now 2022- could something be done to allow for changing the font size in Estimates - Reckon one please.
almost 2 years ago in Reckon One / Invoices & Bills / Other 1 New idea

Template quote terms unlimited word count or customizable

Templates in Reckon One has a limited customization and therefore the option to add more section is not available. Can you update the templates section for estimates to have more word count for terms and conditions so as to we are able to use it m...
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add a "invoice paid" field in - Day to day › Money in › Invoices

At this stage I can see when the invoice is created, when its due, but cannot see when it was paid, unless I click on each individual invoice. It would be useful to see at a glance on the paid screen.
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Instead of due date in Bills Paid tab, use date paid

Instead of due date column, replace with date paid column in Paid tab in Bills. Why need to know due date when it is already paid?
almost 2 years ago in Reckon One / Invoices & Bills 1 New idea

Need to have option to bill by Project with reference fields at Project level included in the invoice header

We typically bill our client organisations spearately for different Projects and need to be able to specify PO numbers, Contract numbers etc in the Header, taken from Fields in the Project set-up, including the Project Description (!). Manually in...
almost 2 years ago in Reckon One / Invoices & Bills / Projects 0 New idea

Still can't access Tax Liability accts from enter bill

Clients do NOT handle Jnl entries well, it would be very useful to be able to enter the ATO BAS bill for clients just to pay and make payment against bill, but for years I have saying you cannot access the TAX liabl accts from bills, therefore cli...
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add attachments to Reckon One Invoices created & create own invoice numbers

A lot of my clients use manual invoice books still, or from another app system (yes they don't like R1 inv app). It would be great to be able to attached a shot of the original manual invoice when creating in R1. Also be able to use the same invoi...
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add a "Save & Copy" option to the existing drop down when creating Invoices

When creating very similar invoices for many customers : the existing "Copy Invoice" is very useful to ensure a consistent invoice and speed up the create invoice step.
about 2 years ago in Reckon One / Invoices & Bills 0 New idea

Attach document to receive payment

This would be helpful to attach remittance advices from customers, or a manual hand written docket if cash sale.
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Allow Bank Account for Customers - create Bank Payment for Direct Credit refunds

Problem: Inability to refund a Customer who pays by direct credit to your bank account via the Bank Payments ABA file. Solution: Allow Customers to have an associated Bank account. Current Workflow: [1] Create Customer Adjustment Note (CAN) for re...
over 2 years ago in Reckon One / Invoices & Bills 0 New idea