add Sales Receipt functionality to Rules matching process and "Add One to the Register" on bank import data
To automate and reduce the level of data entry, it would be great to import bank statements and code them into the register. With payments you can add downloaded bank data to the register thro the Add one to the Register and write a check. For sal...
the backup location on my laptop changed after a new 2nd drive was installed. Even though I have entered the new location in Options several times, Reckon does not go to the new location and instead says the backup location is unavailable
We often purchase items from suppliers which require repayment. This means entering and paying the bill prior to receiving the stock, then remembering that you don't have it. It would be better to have the facility to select "stock not received" a...
When STP has been lodged, have the Employee Names automatically unticked
When doing a pay run we now have the prompt to complete and upload the STP. Employees in that pay run are already ticked. After it has been up-loaded, I'd like the Employee Names to be unticked, instead of manually going back to do it.
To be able to turn a sales order into an estimate/quote
it would be useful because we have clients that if the sum of the work order is over a certain amount, we have to then produce an estimate/ quote for an escalation code before we can invoice.
Report on Parent Classes only. Currently the Parent Class only inherits amounts from the sub classes that are selected.
Sub classes are used to track income and expenses, however this drilled down data is not necessary for Boards to review unless they are specifically reviewing an operational area for one reason or another.