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AUDIT TRAIL FOR ITEMS

I recently had an issue with the item list, in as much as there had been some changes made to the unit of measure and selling prices. In looking at the audit trail, there is no provision to see who modified the item list. This is a very bad shortc...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add Job Scheduling

Would be great to have job scheduling built in, so that when the job is done, we can click straight from there to invoicing it. Just like the current Estimating function, only for job bookings, (i.e. jobs that don't need to be estimated or quoted,...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Automatically assign and display employee numbers to employees in Reckon Accounts Premier Edition 2018 to be compliant with Single Touch Payroll data export.

All employees must have an employee number assigned to them otherwise the STP file will not upload or be accepted. It would be great if the program would automatically assign employee numbers to new employees as well as display them beside their n...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Archive Customers who have been inactive for longer than a custom length of time

It would be good the make customers or Quotes as inactive after a length of time. Custom would be good as after 2 years we would like to archive customers or after 6 months make quotes inactive etc. Would help tidy up our customer list etc.
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to add an application to invoices that asks for a review from the customer

Reviews have become the go to for anyone looking for a service or to buy a product. It would be useful to have an application that works when emailing invoices instantly asking customer for a review with links to those social media places, like Fa...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 Planning to do

Delete archived items

I'd love to be able to delete old items that are unused/archived to clean up the accounts properly, especially once said items have not been used in over a year and still pop up in reports and stocktake lists etc. Could we please see a feature whe...
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Security levels for staff in Payroll

Some staff who have access to payroll, set security level so they can't see certain employees wages. e.g. only certain staff members can process wages for Manager/Executive
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Item Record Notes

Would be great to gave Notes for an item record, as there is for Customers & Jobs.
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add a warning Overdue accounts

There needs to be a warning that customers have overdue accounts when invoices are created
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Reverse an Assembly Built Item

We sometimes get return of assembly built items. To return these to stock we need to create an adjustment, refund the customer then delete the existing build. It would be great if we could reverse a build. Any other suggestions on handling this wo...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea