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Ability to show only 'Open Transactions' with a quick 'Match' function to speed up invoice/payment recs.

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

Be able to classify employees so that admin/warehouse employees do not all appear as sales reps.

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

Be able to Highlight in notes as well as have more space

In Notes it would be great if we were able to highlight items required to stand out in the Notes area or in the customer/supplier information. Useful for important information to stand out from the general area. Also MORE SPACE IN NOTES.
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Company Snapshot Account Balances

Currently Account Balances in Company Snapshot only show the accumulated income for any category. I would like a dropdown menu to be able to select monthly, quarterly, yearly or YTD like all the other categories
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Job / Invoice Status

It would be really useful to have customisable drop down fields for things like Origin, Industry. I especially would like to see a customisable new status field so it can be used to identify what stage a current job / invoice is at
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add memo to forms to email

It would be really good if we could get the memo added to email forms as we & our customers use this to identify various jobs particualry for clients who have
almost 6 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

credit card payment gateway

It would be good to have a product like the Eway payment gateway so people can click on a link and pay their invoice
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 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

New User Interface

It has been years & years since the workflow screen has overhauled to be more user friendly perhaps more like reckon one
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea