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My ideas: Invoices & Bills

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Reinstating "Individuals" as an option for Customers

When I started using Reckon One there was an option for classifying your customers as either "Individuals" or "Business". Somewhere down the line the option for Individuals was removed and everyone now is "Business". Can we PLEASE reinstate the "I...
over 3 years ago in Reckon One / Invoices & Bills 0 Unlikely to be implemented

Ability to export data as CSV

I spend a lot of time entering invoice and bill data into reckon for my P and C uniform shop, which does not make a profit nor pays me for my services I would love to be able to then export the data into an excel spread sheet or as CSV, this would...
over 2 years ago in Reckon One / Invoices & Bills 1 New idea

Being able to pay multiple bills from the bank data screen - Currently can only complete in BILL section

Currently only the "BILL" shows up not the Reference Number ( Supplier Tax Invoice) Really when entering Bills we Enter the Suppliers Tax Invoice Number the Bill Reference which we can't Change anyway is more of a "Software Unique number" Any form...
almost 3 years ago in Reckon One / Invoices & Bills 1 Planning to do

Change Inactive Time Period

Be able to change the inactivity logout time, This feature is way to fast at logging people out.
almost 2 years ago in Reckon One / Invoices & Bills 0 Unlikely to be implemented

Receipts and payments to have clickable links for the associated invoices, bills and other transactions

When using the receipt and payment transaction forms, the 'Allocate' tab displays invoices, bills, CAN's, SAN's, expense claims and journals. Currently you can't access these transactions via the receipt and payment forms. Can we include a clickab...
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Add a "invoice paid" field in - Day to day › Money in › Invoices

At this stage I can see when the invoice is created, when its due, but cannot see when it was paid, unless I click on each individual invoice. It would be useful to see at a glance on the paid screen.
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Email sent tag inside invoice page

Would be great to have a tag inside the invoice page saying if the invoice have been emailed already, it's easy to forget when you do repetetive task if you just did or not. Instead of going out to the invoices list and checking on the last column
about 3 years ago in Reckon One / Invoices & Bills 0 New idea

Add receipt capture and data scrape

Add receipt capture that I can upload to Reckon One and the the receipt details automatically are entered as a transaction.
about 6 years ago in Reckon One / Employee expenses / Invoices & Bills 1 New idea

When making a payment, option to select "bill date"

It would making paying bills (after the date) much faster when making payments, especially if you haven't done your books for a while!!
about 1 year ago in Reckon One / Invoices & Bills 0 New idea

Email settings Invoice template add special tag contact name

So that when you generate the email to customer it can say "Hi contact name" instead of "Hi Organisation name" - in my invoices I want to generate an email that says hi to the first name of the accounts person I am sending to.
about 1 year ago in Reckon One / Invoices & Bills 0 New idea