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When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked

When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked
about 7 years ago in Reckon Accounts Business / Desktop & Hosted 4 Planning to do

When raising and invoice, then click to email it, a message should pop up to say there is a credit available before proceeding to email.

This is existing when saving an invoice or printing an invoice but not when emailing an invoice.
about 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Do not display the inactive items in Price level list

When entering or editing the price level by item, it displays all active and inactive items in the list. Request that the inactive items should not show in the list.
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Price level search function

Can you create a search funtion within the price level edit page, so that we can find the items you want to change the price level easily?
about 3 years ago in Reckon Accounts Business / Hosted only 0 New idea

Company Names on Account Invoices

It would be very handy for Reckon One (or other Reckon product) account holders with more than one company attached to have the company name appear on monthly invoices, instead of just the invoice number and customer ID.
about 5 years ago in Reckon Customer Portal 1 New idea

Retain Original Description on Transaction Rules

Currently using transaction rules forces you to set the transaction description to a specific value. Not very helpful to have all of one type of transaction have the same description. Can you add a button next to description that allows you to "Re...
over 4 years ago in Reckon One / Banking 2 New idea

Dedicated email address for payroll transactions

It would be really useful for Reckon Accounts to have the ability to choose a reply to email address for different forms which are emailed directly from the software. Currently the reply email goes to the email address in the Company Information, ...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Stapled super fund information available from within Reckon payroll

In regards to the ATOs stapled super fund mandate, it would be great as a business owner if I could return the employees stapled fund from within the payroll application. Ref: https://www.ato.gov.au/Business/Super-for-employers/Stapled-super-funds/
about 2 years ago in Reckon Web / Payroll 0 New idea

Have a service like 'Boomerang' for scheduling emails and checking that the customer has opened the sent email

This is a great tool where you can check whether the customer has opened the invoice email. Plus having to schedule invoice emails in the future.
over 3 years ago in Reckon Accounts Business / Hosted only 0 New idea

Chart of Accounts - Change Account Type

Feature to Change account type, for example from Asset to Liability , or expense to COGS, beneficial if the COA was set-up incorrectly, and needs to be changed, especially if there are heaps of transactions.
over 3 years ago in Reckon One / Basics (core) 2 New idea