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Invoices & Bills

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Show Bill Entry PDF side by side with the bill as it is being entered

A person has to manually read a bill, then enter all the correct details into the corresponding fields... it would be nice to have the pdf side-by-side with the bill entry so you can copy/paste invoice numbers and descriptions across rather than r...
over 4 years ago in Reckon One / Invoices & Bills 0 New idea

Add a, 'Make a Copy' button to the transaction edit header options.

It would be helpful to have the option to duplicate/copy the a 'Receive money' transaction as a once-off template for a new transaction. I recognise that for Invoices there is a workaround by using a Reccuring Invoice Template, and selecting 'copy...
over 4 years ago in Reckon One / Invoices & Bills 1 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

Ability to insert a note automatically into new invoices created instead of copying and pasting each time

We like to advise our customers of up coming events and it would be great to have the ability to insert default script into notes with out typing or copying and pasting each time.
over 4 years ago in Reckon One / Invoices & Bills 0 New idea

Ability to attach a default template to customers in recurring invoices

Currently with recurring invoices one has to name the recurring invoice and setup the invoice individually for each customer. It would be good to have a template we could setup with standard details and then attach that to the customer instead of ...
over 4 years ago in Reckon One / Invoices & Bills 1 New idea

Tax information on Statements

GST / VAT information for each invoice displayed on Statements.
over 4 years ago in Reckon One / Invoices & Bills 0 New idea

Pre-fill line details for payments / bills for Suppliers

I would like to be able to call up a supplier and have the option of pre-fill from last payment
almost 5 years ago in Reckon One / Invoices & Bills 0 New idea

Allow attachments to be sent with invoices/estimates

Ability to send photos, certificates etc with invoices and quotes
almost 5 years ago in Reckon One / Invoices & Bills 0 New idea

Search for an invoice by searching the individual line items

When you invoice customers for multiple products in one invoice, it's impossible to put all serial numbers into the invoice descriptions. So when a customer needs warranty information, it's almost impossible to find the invoice containing that pro...
almost 5 years ago in Reckon One / Invoices & Bills 0 New idea

Ability to set as default "bills" view as contact asc/des or date asc/des, etc

The bill screen in a mess. There should be an option to view it consistently in some sort of order and keep it that way. Every time we close an invoice, after we have found it by either contact name order, date order, bill order (ascending or des...
almost 5 years ago in Reckon One / Invoices & Bills 2 New idea