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 This is a very outdated part of Reckon software.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.
Automate reminder email to Customer for Overdue Invoices
Id like see a function in Reckon whereby when an invoice passes a certain "overdue " period (past its DUE date) that Reckon would automatically send a reminder email to the customer advising them that there invoice is now overdue. As some users ma...
More options for customizing templates would be beneficial. I created a worksheet and there is some much data options available from customer cards to pre populate that are not available in the customisation. The available Text Entry windows just ...
Remove Customer:Job from Purchased from list in Write Cheques and Enter Credit Card Charges
Remove Customer:Job from Purchased from drop down list in Write Cheques or Enter credit card Charges as you cannot assign a Customer:Job name to a cheque or credit card as it is used in invoices and payments. Only have the Supplier and Other Name ...
Proform invoice would be a great option to have it. Our company pay proforma invoices and received in full even though the goods has been shipped out. we should received only in full once the goods arrived
All payroll items are required to be given an ATO code to comply with STP2 requirements. It would be useful to have a field to add these ATO codes when setting up or editing payroll items. The added codes would flow through to the payroll system e...
Employee 'Income Statement' for reconciling STP and providing to Employees
It would be good if you could add an 'Income Statement' report for Employees showing a breakdown of the amounts paid to the Employee during the Financial year. This could be used by the payroll officer to reconcile the STP amounts that have been l...
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...