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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...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Purging of 4 to 6 Year Old Data

need to get feature to allow purging of old files 4 to 6 years old so that file is quicker and avoids costly rebuilding of new file as too much data slows down the system, by allowing purging of old data records helps to keep all current invoices ...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Ability to search Memo

We make custom products for our customers and write a description of the product in the memo of the Sales Order and Invoice. It would make our life MUCH easier if we could type a keyword in a search box, to find it in the list of memos for that cu...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 2 Already exists

Be able to got to customer/supplier from invoice/bill

I constantly go from a sales invoice OR supplier bill to the customer or supplier, but have to go to the applicable centre and search for it. It would be so much easier to go straight from invoice or bill or customer payment etc..
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 3 Already exists

Tax File Number display

When hiring new employees it's a requirement to enter their TFN. However, once entered it isn't conveniently displayed anywhere, taking into account how important TFN's are in our reporting obligations and the fact that they are entered into the s...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Physical Copy

Be able to upload and save a copy of an invoice so that it can be accessed no matter where someone is
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 8 Already exists

Make the customer name visible in the reconciliation window

One of the businesses that I work with sends out most it accounts four times a year. Many of the accounts are for the same amount, it is common form many of these accounts to be paid on the same day. In the deposits area of the reconciliation wind...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

A dictionary that when it updates doesnt delete words added during the year

Every year when we update Reckon the dictionary is reset and i have to add all the words i have added during the year.
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Ability to create a report for total sales over a certain amount

It would be great to be able to produce a report for sales over a certain dollar amount - total of an invoice not an individual item which is the only way it can be done now, but misses a lot of information. We are looking to capture all invoices ...
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Option to save invoice as a PDF for emailing

We use outlook as our email. When we sent invoices statements etc to certain email address - ie; @ bigpond, some @gmail etc. they get sent as a winmail.dat which no-one can open. You then have to print, scan and resend through outlook to customer....
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists