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Invoices & Bills

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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.
about 6 years ago in Reckon One / Invoices & Bills 0 New idea

When creating an invoice from timesheet entries include the date on each entry

Currently the times are listed separately but each entry doesn't include the date that the hours were worked - even though that information is available as it is entered per day. All the customer currently gets on their invoice is a list of hours ...
about 6 years ago in Reckon One / Invoices & Bills / Time 1 New idea

Edit invoices or allocate credit notes to the matching invoice

I often have to adjust an invoice after posted since I subcontract to a main contractor that may not approve my original invoice. If they forgot to advise me that a different amount has been paid, I may not even know until I reconcile the bank sta...
about 6 years ago in Reckon One / Invoices & Bills 0 New idea

Invoice copy to head office

Allow a carbon copy to be sent to another location. Send main Invoice to the Department and a copy to their head office.
about 6 years ago in Reckon One / Invoices & Bills 0 New idea

Adjust fonts on Estimates / Invoice Templates

I would like the ability to select font styles and sizes to better match my business logo and business font styles.
about 6 years ago in Reckon One / Invoices & Bills 1 Already exists

"Note" section of Invoice

It would be good to have a few stored custom messages to select from, to put in the Notes section at the bottom of the invoice. Reckon Accounts allowed me to select from several stored custom messages. This saves having to cut and paste every time...
about 6 years ago in Reckon One / Invoices & Bills 1 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

Ability to Create Purchase Orders and then Convert to Bills to Pay

I have Clients that enjoy the product but need the facility to create purchase orders that are linked to projects and they can email to suppliers. Then they need the ability to convert these to bills to pay.
about 6 years ago in Reckon One / Invoices & Bills 2 Planning to do

Facility to upload .csv files for billing

Scanning technology now has software to scan receipts and bills to .csv files, already categorised by date, invoice number etc. A facility to upload these directly instead of having to use a 3rd party provider to do so would be both cost effective...
about 6 years ago in Reckon One / Invoices & Bills 0 New idea

Add currency code in front of the amount

I wish for my customers to see the currency code in their invoices, etc such as A$ ***
about 6 years ago in Reckon One / Invoices & Bills 0 New idea