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Customer linked call report system (CRM)

A CRM system that allows you to add information to existing accounts by way of a customer call report by a sales representative to a customer. It must include the ability to add another customers details who may not have an account. This must also...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Can we have Pro Timer on android for employees to send there time sheets for us to import into Reckon Accounts Premier

It will make it readily accessible for all employees to fill in on the go.
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Supplier Part# Displayed When Receipting Goods In

Currently only "our" part# and description is displayed, in most cases that is good enough, but when ordering many similar items it would be handy to have the supplier part# visible too
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Simplify the Install & Upgrade Guide

Feedback from a User:: If a customer is to perform their own Reckon upgrade then the instructions need to be precise and concise. There appeared to be gaps in the instructions and incorrect descriptions used, plus at over 80 pages in length, is to...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Reminders

Associate the card, ie customer/supplier, with the reminder, eg Reminder: renew plan -> supplier: Red Energy.
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Terms & conditions / auto standard attachments / electronic signing

Really need to be able to add terms & conditions to all estimates & invoices as a standard attachment. In addition if these could be electronically acknowledged / signed
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Add memo to estimates & invoices

Would be so good to have the memo added to customising estimates & invoices
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Banking - Make Deposits - Select transactions by date range

It would allow quicker selection of payments to be grouped by date.
about 4 years ago in Reckon Accounts Business / Desktop & Hosted 2 New idea

Scheduling payslips

I use Reckon Accounts Enterprise. currently I have to manually send the payslips via email & if I am not in the office on the day we process pays, I usually have an influx of emails & phone calls from staff asking where their payslips are,...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

TICK/CHECK BOX TO APPROVE BILL'S

I think it would be a good idea to have a check box for bills to mark as approved, all business's would benefit from this. Currently all bills we enter our boss likes to approve before they are paid, so am I printing out bill reports for him to se...
about 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea