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When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked

When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 4 Planning to do

Email notification that invoices and estimates have been received

Sometimes our invoices or estimates are not received by the customer - this could be due to outlook problems or maybe the email address is wrong. Would be good to receive a 'read' or 'not able to deliver' notification via email.
about 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Contact List to include Super Data of Employees

When modifying the contact list for all employees, even though selecting some data points to include eg Super Fund, Member Number they come through to the report blank with no data. If you can select the option it should be able to read the data. ...
about 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Being able to set a preference for invoice templates for each customer

Correct invoive template would be used all the time without having to make a choice each time
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Collapse Groups in Memorised Transaction List

For ease of data entry, transactions are often memorised. Often the list becomes bloated and needs sorting into groups. Not just to be entered together, but also for speedy searching. Still this doesn't stop the list from looking bloated and it wo...
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

The ability to have more than one company file open

Our business operates under 3 different entities and at the moment when I need to journal entries across different companies, I have to open one, do the journal and then close and open the corresponding company to repeat the journal. So much quick...
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Compulsory PO number field for selected customers on POS for Reckon Accounts

We have customers who require PO numbers, but as a failsafe measure we would like to be able to select customers who require PO numbers in Reckon Accounts to trigger a required field for a PO number to be added before the sale can be ended on POS.
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Open the search/find function with that last search for that user

I don't know how many times I have closed a search only to realise I needed more data and have to start over again from scratch, (but if I were to estimate I would hazard that it is at least 3 times a day (for the last 20 years)) This is an option...
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

The ability to print the Stocktake Worksheet excluding zero balances.

No description provided
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Retain the users selection in the Item Search box

In the Search field, we currently default to ‘All Fields’, feedback is that users usually search a specific field and need to update this option each search. Can we get this to retain the users selection, ie if they search in ‘Item Name/Number’...
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea