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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
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Consolidate & summarise data up to a period

There is a real need to reduce file sizes, largely for efficiency. I have been operating my business with Reckon (previously QuickBooks) for 18 years. I have 18 years of data. This data needs to be consolidated and archived up to a period, say the...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Reminders

Add the ability to make a note in Reminders to do things like.... we need to invoice a client in say 6 months time and I need to have the ability to set up a reminder for it.
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

For payslips we need 2 address fields. One for postal other for residential

We need to show on their payslips their residential address and postal address for site specific purposes.
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Adding a comments field to pay runs / payslips

Sometimes you need to be able to explain why certain things have occurred. A comments section would be useful.
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 3 New idea

more options for Invoice email templates

Posting on behalf of a customer RAB should have the option to select more options for their email templates. Eg. Job number , invoice amount. These details should then auto populate when the email is sent.
over 5 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 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add BPAY as a billing option on invoices

BPAY is a preferred payment method/option for many of our customers.
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Adjust the "week" start day in preferences

Our business/trading week goes from Monday to Sunday, but all reporting in Reckon is Sunday to Saturday. Add a feature into Preferences for "week starts on....."
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 4 New idea

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...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea