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Desktop & Hosted

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

No description provided
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 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
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Delivery Dockets

End of month when customers want goods without an invoice until new month. Currently using a carbon copy book and it looks unprofessional.
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

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

Create purchase orders for the short-listed items

When dealing with incomplete Sales there is a need to automatically create purchase orders for the short-listed items.
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Not necessarily a new idea. When i signed up to Reckon a development was in process for divisional reporting.What is current status of this reporting that was promised?

No description provided
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Create report to show closed Picking Slips

To be able to run a report to see how many orders were cancelled or closed
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Logging and reporting on sales order open times

When a user opens a sales order it logs - open time, user, sales order number as a minium. then when they close the sales order it logs - close time, user, sales order number. This way we can track and report on time spent on individual sales orders
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Larger reference field for credit card charge

No description provided
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Price level to apply to invoice

As I understand it, the Price Level can be applied in the Estimate via the Markup column but unless you convert an Estimate to an Invoice, you can't apply the Price Level feature to an Invoice only. If the Customer is selected, then the Price Leve...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists