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.
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
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...
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
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
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