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Reckon Customer Portal

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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.
almost 6 years ago in Reckon Customer Portal 2 New idea

option to email Reckon invoices

Could you add an option to have Reckon email its customers their monthly invoices. Notification for Reckon's price increases too. Thanks
over 4 years ago in Reckon Customer Portal 0 New idea

Alert User that Subscription Has expired /nearing expiry

Feedback from Customer"You need to alert customers to the fact their subscription has expired so they can take immediate action to remedy the situation rather than just lock the book mid-flight with no warning, I wasted two hours of my life trying...
over 7 years ago in Reckon Customer Portal 0 New idea

Be able to have the search function in all areas of the Portal

If you could have the search function in Bankdata, STP even partners client lists it would make it so much faster to find your client especially if you have a few.
over 3 years ago in Reckon Customer Portal 1 New idea

Single page in Reckon One Portal area rather than separate 'shared' page

Merge the Reckon One 'Subscriptions' and 'Shared with me' pages so a user can see all available books in a single area. A 'shared' book could have an arrow symbol indicator on it instead. This would avoid users assuming they could not see a shared...
over 4 years ago in Reckon Customer Portal 1 New idea

Location of 'enter your credit card' window

Currently this appears over the sign out door. The portal is now offered free for STP users who don't use any other cloud software and the message continually appears over the top of the exit door in the top right hand corner of the screen. My cli...
about 6 years ago in Reckon Customer Portal 0 New idea

make it easier to cancel your subscription.

No description provided
over 2 years ago in Reckon Customer Portal 2 New idea

PAYPAL OPTION FOR PAYMENTS FOR RECKON CUSTOMERS

I PREFER PAYPAL THANKS
almost 5 years ago in Reckon Customer Portal 0 New idea

Allow users to specify the default view shown on Portal login

This is similar to the idea posted here: https://ideas.reckon.com/ideas/RKN1-I-499 Users should be able to specify the default view that is loaded upon login. This should include the view, and the default company loaded. This would alleviate a num...
about 5 years ago in Reckon Customer Portal 4 New idea

Email account invoices rather than posting

It is extremely frustrating that you are able to send an email saying that you have taken a payment from our account and our subscription has been renewed, but you still use post to send the actual invoice out. Either include the invoice number on...
over 3 years ago in Reckon Customer Portal 0 New idea