ADD A NEW IDEA

Invoices & Bills

Showing 118

Manual import of invoices, bills and credit notes

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.
over 7 years ago in Reckon One / Invoices & Bills 0 New idea

Sales Data on a product

You should be able to search how many of the product has been sold and who they have been sold to. Currently there is no way to search product sales. We believe it is extremely important to search which customers a product has been sold to. For ex...
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Make it possible to change ( edit)PRODUCT / SERVICE in items list with out having to delete item and re add

Any one who is setting up for the first time and or people who overlook the check box.
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Having Default EFT Reference in Supplier/Client

This will be auto filled when doing online banking - our suppliers require that all payments to accounts have this reference when they check their bank account
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Filter that stays

When you use any filter in reckon one - and open one of the filtered items the filter than disappears, and you have to re- filter everything again this is very very very annoying
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add Customer's Account Balance after name on Customer List

This should obviate the need to generate a Statement every time one needs to know a customer's account status. Could be a part of dashboard perhaps.
over 5 years ago in Reckon One / Invoices & Bills 1 New idea

When bringing in notes from timesheets to invoice, the notes should not have a zero price

I am finding customers always ask why we have a zero priced item in the invoices. Reckon brings in the notes and puts a zero item as a line item. It would be clearer for everyone if we can add notes as line items without a price.
about 4 years ago in Reckon One / Invoices & Bills 0 New idea

Show grand total in 'Total Amount' and 'Balance remaining' columns in Invoices and Bills

Show a total to the 'Total Amount' and 'Balance remaining' columns for Bills and Invoices so grand totals can be seen for each category of filters (eg: by date/customer/paid/unpaid status) as well as grand total when unfiltered
over 5 years ago in Reckon One / Invoices & Bills 0 New idea

Approve and send email in one click

Hi, Would be great to have a fast button once you finished an invoice, approve, send via email, send in one click, no need to click approve then send via email then send on most of the repetitive tasks with well setup customers, a lot of loading t...
about 3 years ago in Reckon One / Invoices & Bills 0 New idea

Ability to Edit Bill Entry (even when it has already been paid)

Sometimes there was an error in categorising the bill (eg subscriptions/licenses/filing fees) Need to be able to reallocate the expense to the proper category otherwise we end up with multiple reversal journal entries
over 4 years ago in Reckon One / Invoices & Bills 0 New idea