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Customers getting online access to their balances

I've been looking and hoping for years for a solution that would make it possible for our customers to login to a webpage and check their balances, invoices and payments they've made. (using Reckon Accounts Enterprise) Unfortunately still haven't ...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Report estimate vs invoices sales /items

IT WOULD BE A VERY USEFUL REPORT TO SEE THE ESTIMATES NOT CONFIRMED AS SALES, WHAT ARE WE MISSING, AND THEN BE ABLE TO COMPARE ITEMS ON SALES WON OR LOST WITH REGARD TO BENCHMARKING
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Sort Invoices to print by customer

We still have many customers who prefer printed invoices. We do these in batches It would be great to be able to sort the Select Invoices screen by customer, just as you can when emailing batches of invoices
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

To switch between users without closing the company and re-opening

No description provided
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Additional designing of templates - adding of data columns, summary of tax codes

It would be great if users had the ability to add additional data columns (not just text columns) ... often get asked for ability to put show Ex and Inc GST pricing by line... but also where combined tax codes used (mainly wine industry), need to ...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to deactivate users rather than delete, and to sort by active, inactive and period of activation/deactivation

My user list (inside my company file) is full of people who have come & gone. Firstly, it is inconvenient when looking to see who is logged on; and secondly, time consuming when trying to match data entry in the audit trail to the relevant emp...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Allow percentage to be set as an option

When posting memorised transactions it would be good to be able to set a percentage of the total to individual lines. We have a partnership and the percentage is 50% for each partner. Instead of calculating each transaction it would be much easier...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Register Filter by Date

When matching up downloaded transactions to the register it would be useful to filter the register by date rather than having to keep scrolling up and down and referring to the date as well
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

User Approval Notification

Have a user approval system, when a user creates an invoice the administrator or required persons recieve a pop up or can go to a viewing screen to then assess and approve the tasks / invoices / estimates etc
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Make total of Bill payment amt to pay field copyable

In the pay bills screen make the total field at the bottom of the screen copyable. To reduce data entry errors make the total field copyable so that when you are paying a number of bills from the same supplier you can copy and paste the total.
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea