Add additional default terms that would be present in a blank new book such as
Net 7
Net 14
Net 21
Net 60
Net 90
This is useful for end users who are migrating from other competitor platforms also who do have similar terms.
Such as "7 days", "14...
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.
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.
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 ...