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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...
over 4 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
over 4 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.
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to export Memorised Transactions

Ability to export Memorised Transactions to a new data file
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Have a H&B menu for ideas.reckon.com

No description provided
over 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.
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 2 New idea

Pending Price increase

Would you consider creating a Pending Price Increase within Reckon Hosted, please? It's very time consuming and tedious to export all price lists, particularly as Excel has limited capacity. Updating Excel would also be useful! I used software yea...
over 2 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...
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Email preference issue for an Invoice created from an Estimate

All of our customers have their preference to receive invoices via email. My issue is that when creating invoices that are created from an estimate, even though when typing the invoice the box is ticked "to be emailed", after saving the invoice is...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Holiday provision for PAYG

When paying Holiday pay make provision for calculating PAYG for the full time not assuming it is 1 pay period. As is in Payroll Premier
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea