Warn users for missing Service Item when Time Activities are entered
For Time activities, we can set a Supplier as the Name. It allows it to be saved without an Item.
But to create a Bill, it needs to have a Service Item.
Depending on use case, or if we always need to raise a Bill transaction, then a warning mess...
As the majority of payments made are via EFT, the recording of cheque numbers is unnecessary. This is a very outdated part of Reckon software. Very tedious to have to remove the cheque numbers from every transaction.
Currently there are only 8 lines visible when managing custom pricing through 'Price Level List'. Most of the screen is blank. To fill this more lines and add a search function would be a great time saver as we currently use this function to an ab...
Reckon Accounts hosted - reports exported to Excel need Text formats amended
I have been asked to submit the issue that I am having with the reports exported to Excel after seeking advice through Community. Attached is the issue I am having and this is the response from RAV: After speaking with the product team about this,...
Payslip totals for company contribution type on custom payslips
The 1 per page default payslip template totals company contribution payroll items in a neat box (ideal for construction industry that pays items such as BERT, BEWT, CIPQ) etc The custom payslip template doesn't allow this - thus clients are hesita...
The Super Fund Name to pick up the SGA Agency in Reckon Standard Pay Slip instead of the Company Contribution's
The value for the Super Fund Name field uses the Agency for the Company Contribution instead of the correct Super Fund Name in the Reckon Standard Pay Slip Template. The issue still occurs even with a new template or recreating the Data Field Supe...
Quantity warning on Estimates - currently only available on Invoice and cash receipts
When doing an estimate it currently does not warn that an item is not available. It is only when this gets converted to invoice that the quantity warning activates.
Open the search/find function with that last search for that user
I don't know how many times I have closed a search only to realise I needed more data and have to start over again from scratch, (but if I were to estimate I would hazard that it is at least 3 times a day (for the last 20 years)) This is an option...
Transaction history Does not work on quotes - this is a BUG
Quotes/estimates has a "transaction history" option (with right click) however there is never any history to such a transaction. I have often wanted such history: for example I want to know if the quote has been completed and invoiced, but even th...