When I'm reporting to our board - we're a registered charity - I would like to be able to show the net (which is how we run our accounts), the tax amount and the gross amount as columns on a transaction report. I haven't seen a way to include the ...
Change supplier payment reference in pay bills screen or during ABA file creation
Sometimes old supplier invoice numbers are still in the payment description section. It would make sense to be able to check & edit the payment reference prior to ABA file creation, within the Pay Bills screen when checking off which bills to ...
Make the customer name visible in the reconciliation window
One of the businesses that I work with sends out most it accounts four times a year. Many of the accounts are for the same amount, it is common form many of these accounts to be paid on the same day. In the deposits area of the reconciliation wind...
There should be better security & privacy of information within Reckon Accounts. For example, a sales employee (with no Admin access) can export the whole customer database if they want to - which should not be allowed. Similarly, they can exp...
Our invoices show a rate which display 5 decimal places - this is the GST exclusive figure. The GST inclusive figure is $17 which is the rate we advertise at. It's fine to have the GST exclusive figure visible, of course. but to reduce confusion b...
Ability to create a report for total sales over a certain amount
It would be great to be able to produce a report for sales over a certain dollar amount - total of an invoice not an individual item which is the only way it can be done now, but misses a lot of information. We are looking to capture all invoices ...
We work with Classes to do reporting for separate departments. If each client can be allocated with a class it will save time for me to go through 1000 invoices amonth and put each invoice to a class,