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.
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...
Make the process of creating customer statements more efficient. Right now its time consuming if you have lots to do. Tick them one at a time, then create statements, then go into each customer one at a time and click email. It's a long winded pro...
Add "Payment method" on Make Payment section within the Bill
To create ABA file, the payment method has to be "Direct Deposit". However, when paying a bill while staying in the bill screen and clicking "Make Payment", there's no Payment method drop-down option.
We should have the option there instead of cl...
Option to design own invoice, bill and pay slip templates
This would allow clients who moved from desktop ranges to reckon one have that feature which they are already familiar with and expecting the same in reckon one.
This feature would allow users to manually import outstanding / unpaid invoices to Reckon One using a CSV file.
We could provide a file format to the user who then fills in details.