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Purging of 4 to 6 Year Old Data

need to get feature to allow purging of old files 4 to 6 years old so that file is quicker and avoids costly rebuilding of new file as too much data slows down the system, by allowing purging of old data records helps to keep all current invoices ...
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Tax File Number display

When hiring new employees it's a requirement to enter their TFN. However, once entered it isn't conveniently displayed anywhere, taking into account how important TFN's are in our reporting obligations and the fact that they are entered into the s...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Physical Copy

Be able to upload and save a copy of an invoice so that it can be accessed no matter where someone is
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 8 Already exists

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...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

A dictionary that when it updates doesnt delete words added during the year

Every year when we update Reckon the dictionary is reset and i have to add all the words i have added during the year.
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

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 ...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Option to save invoice as a PDF for emailing

We use outlook as our email. When we sent invoices statements etc to certain email address - ie; @ bigpond, some @gmail etc. they get sent as a winmail.dat which no-one can open. You then have to print, scan and resend through outlook to customer....
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Improve Stocktaking Worksheet

When a stock sheet is printed it contains hidden items. This creates time wastage and issues with staff trying to ID items not on the shelf. It then causes discrepancies / wasted time when entering updated quantities onto the company file as it re...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Capability to print financial reports including trial balances without including accounts with zero values.

We have been in business a long time. Our trial balance is now approaching four pages in length when printed. 75% of the accounts that print out are redundant accounts with zero balances. We just don't want to see them in the reports.
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Default Holiday Pay / Sick Leave Settings

The default is currently zero, which causes chaos if the employee is not set up. It is a legal requirement to pay HP so should either be mandatory fields or even better default rate 8%/4 weeks
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists