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Reckon Accounts Business

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Credit note from Invoice

It would be good if you could automatically create a credit note from an existing invoice. We sometimes have to raise invoices and then credit the whole lot back out again. Having a create Adjustment/Credit note from existing invoice would be fant...
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 3 Planning to do

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

Have payments NOT sitting as Cheques to Print when going through to Reckon Data file

When payment transactions are pushed through to Reckon, they are sitting as cheques to print, can this be changed as this clogs up the data file and you don't need to print a cheque after payment is made.
about 3 years ago in Reckon Accounts Business / BankData 2 Planning to do

Bank Feeds - Hide Transactions

Some Bank Feeds transactions don't match to Reckon Hosted eg Employee Superannuation Liability Payments. Can we have the option to hide these "unmatched transactions"
over 3 years ago in Reckon Accounts Business / BankData 2 Planning to do

Provide a way to text invoices to customers via SMS

Instead of prinitng or emailing invoices or quotes. Can we send this via a simple click vi SMS to there stored customer mobile number?
about 2 years ago in Reckon Accounts Business / Hosted only 1 Planning to do

Match transactions Bank feeds - Internal Transfers

When transferring payments inbetween bank accounts the transfer isn't matching . Eg transferring from Chq ac to Credit Card. The amount transfers in Reckon Hosted, but the corresponding Credit doesn't match in the Credit Card Feed
over 3 years ago in Reckon Accounts Business / BankData 0 Planning to do

Improve exporting to Excel

The export to Excel feature requires MS Excel 2000-2003 all of which are no longer supported by Microsoft. To keep this functionality would Reckon please update the link software so that current Microsoft 365 / Excel exports are supported?
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 Planning to do

Ability to add an application to invoices that asks for a review from the customer

Reviews have become the go to for anyone looking for a service or to buy a product. It would be useful to have an application that works when emailing invoices instantly asking customer for a review with links to those social media places, like Fa...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Planning to do

Gross payment flag for bill credit via API for Reckon Accounts Hosted

With the recent Reckon upgrade (2021 R2), we can send gross amounts for bills via API but this cannot be done for bill credits. It would be great if this can be done too just to avoid the rounding issues and also keep it consistent.
over 2 years ago in Reckon Accounts Business / API 0 Planning to do

Improved payroll for casual staff

It would be awesome if my 95 casual staff who all have different rates and hours could input their hours, somewhere digitally and be imported into payroll and processed at a push of a button, instead of me doing manual input for every person every...
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 1 Planning to do