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
We should be able to set the first Estimate number. From community post: https://community.reckon.com/reckon/topics/how-to-change-estimate-numbering-when-starting-out
Able to edit payruns with out affecting reconciliations
I would like to edit items in a pay without it affecting the reconciliation. That is, items that have no impact on cleared amounts should be editable. ** STP may not allow this once it comes into effect.
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
Many times i need to find an item i may have quoted. It is currently not possible to list an item that is present in estimates for a given date, this function is in invoices, PO and bills. Extending it to estimates for item history makes sense,
I would like contact titles to be shown on the invoices generated by Reckon One, e.g. 'Email:' 'Web:' etc etc.
These titles could be optional, giving users the choice as to whether they want to include or not.
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?
Once a transaction has been entered - if you are trying to edit the transaction and JUST change the account it is assigned to; ability to be able to keep the description and amount, instead of clearing all that information too.
