Paid forms (bills, SAN's, CAN's, Expense claims) to have clickable links to their link payments
Currently if you view a paid invoice you have the ability to access the receipt via a clickable link.
This functionality has not been applied to the other paid forms (bills, SAN's, CAN's and expense claims).
Allow credit notes to be utilised from bill payment screen
Instead of having to 'add refund' from every single credit note allow these to be added to bills when making payments, this would not only make the process considerably shorter but would remind the account owner that they have credits outstanding.
Show transaction ID's for transfers, receipts & payments
Currently Reckon One shows the unique transaction ID's for journals, estimates, invoices, bills, adjustment notes & expense claims.
Can we do the same for transfers, receipts & payments.
I have several clients that require invoices sent to 2 contacts. These are are recurring invoices monthly. Currently there is not an option to add a cc or second email address to the recurring invoices.Can be considered?
Use invoice number OR customer name to allocate receipts
Bank receipts often come in with the invoice number as reference. It would be helpful to be able to allocate by searching either invoice number or customer name rather than go to the invoices page to find out who the invoice was for.
we have customers such as distributors and retail customers. Their price level is different. I had a luxury in Sage One to have multiple price list and default the customer to the revelent price list. It is much easy to invoice as special pricing ...
Function to search within the invoice section (paid, unpaid and overdue) to find invoices/clients more quickly. Having to scroll is an absolute pain when I have 40+ outstanding invoices to sift through.
Customers to have a unique customer code. This will enable customer list to match better with other systems. For instance, I run accounts for a scout group. The association already has allocated each scouting member a unique member code. I want to...