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Invoices & Bills

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Template quote terms unlimited word count or customizable

Templates in Reckon One has a limited customization and therefore the option to add more section is not available. Can you update the templates section for estimates to have more word count for terms and conditions so as to we are able to use it m...
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Need to have option to bill by Project with reference fields at Project level included in the invoice header

We typically bill our client organisations spearately for different Projects and need to be able to specify PO numbers, Contract numbers etc in the Header, taken from Fields in the Project set-up, including the Project Description (!). Manually in...
about 2 years ago in Reckon One / Invoices & Bills / Projects 0 New idea

Still can't access Tax Liability accts from enter bill

Clients do NOT handle Jnl entries well, it would be very useful to be able to enter the ATO BAS bill for clients just to pay and make payment against bill, but for years I have saying you cannot access the TAX liabl accts from bills, therefore cli...
about 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add attachments to Reckon One Invoices created & create own invoice numbers

A lot of my clients use manual invoice books still, or from another app system (yes they don't like R1 inv app). It would be great to be able to attached a shot of the original manual invoice when creating in R1. Also be able to use the same invoi...
about 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add a "Save & Copy" option to the existing drop down when creating Invoices

When creating very similar invoices for many customers : the existing "Copy Invoice" is very useful to ensure a consistent invoice and speed up the create invoice step.
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Attach document to receive payment

This would be helpful to attach remittance advices from customers, or a manual hand written docket if cash sale.
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Payment date the same as the bill date

When you are inputting a bill and select to make a payment for that bill, when the make payment window opens have the date the same as the date of the bill.
almost 3 years ago in Reckon One / Invoices & Bills 1 New idea

Take away the ability to easily DELETE an invoice

As a brand new user, I inadvertently 'deleted' my very first invoice (#001) having spent several hours working on it! I am not sure HOW I did it. After speaking to your help team I think I may have hit cancel. Can I suggest that cancel is perhaps ...
about 3 years ago in Reckon One / Invoices & Bills 0 New idea

Displayed names in Alphabetical Order

How can I save the displayed names in alphabetical order without having to constantly use the sort functions "Ascending" or "Descending"? It's a bit frustrating having to do this every time I need to select a particular Customer or Supplier
about 3 years ago in Reckon One / Basics (core) / Invoices & Bills 0 New idea

Auto fill on contact addresses

Since the contacts center update the 3 addresses fields need to be filled in manually. This is really slow and annoying.
about 3 years ago in Reckon One / Invoices & Bills 0 New idea