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Copy details for a sales order and invoice

We receive multiple orders of the same product from a customer that have different order numbers and job numbers and sometimes quantities. They are required to be kept separate and invoiced separately, so we are entering the same item numbers in m...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Customize Window

The Customization window for invoices, sales orders, purchase orders (the templates) is so difficult to use and the zoom in/out function is never an accurate account of what the invoice would look like. This has not improved since 1992 when the fi...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Price Level List should be on each item

When adding a new item you should have the ability to set the discount level on the item as you create it, eg Price level A, price level B etc. This would eliminate time trying to find the item especially if you have over 1000 products.
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

form design multiple Font variants

In text boxes on design forms, I would like to be able to specify font attributes differently for each line rather than the whole box. That way I can have the company name in bold the abn very small and email in underscore blue without needing to ...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

A reference number that ties all the documents together - Sales order, PO, Est, and Inv

A single reference number across documents allows the search function to find the whole trail in one hit. One such field already exists the FOB field. In my case I have a job number system which is entered in the FOB field which I call Job number ...
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

List of Jobs with their current status

A report containing list of jobs and their status (estimating, quoting in process, invoiced, dispatched, waiting payment, completed, etc.). And a filter to see jobs by month, week, year or their status.
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Payment Plan option for invoices

We have clients that would like to pay for our product on a payment plan. We want to send them and invoice for the product with due amounts set for installments. So when creating the 1st install amount and due date will show on invoice and then af...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

The ability to re-sort ALL Lists as a single menu option

The ability to re-sort ALL Lists as a single menu option
about 8 years ago in Reckon Accounts Business / Desktop & Hosted 0 Future consideration

Have a super stream upload button to transfer super payment details in one touch , like the STP gov connect

when the employer need to pay super , one click , like the STP option and have it linked to a superstream account, like BEAM, or the ATO superstream
about 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

credit card payment gateway

It would be good to have a product like the Eway payment gateway so people can click on a link and pay their invoice
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea