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Customers statements filtered by terms

We have over 3,000 customers on different terms and have already used the type field for another purpose. We'd like to be able to email our 7 and 14 days customers more frequently than at EOM without having to select them individually.
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Be able to got to customer/supplier from invoice/bill

I constantly go from a sales invoice OR supplier bill to the customer or supplier, but have to go to the applicable centre and search for it. It would be so much easier to go straight from invoice or bill or customer payment etc..
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 3 Already exists

Search by memo field in estimates/ quotes

Easier to search quotes/estimates over a long period of time.
about 1 year ago in Reckon Accounts Business / Hosted only 0 New idea

Audit Trail on changes made to Suppliers

Our external auditor has highlighted this issue each year as a potential fraud risk. To minimise this risk we have had to engage an external consultant to undertake checks. Have an audit trail that shows changes made to masterfile data would be le...
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Allow the Tick to be dragged to easily select multiple entries

Allow the Tick to be dragged to easily select multiple entries
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Provide a way to text invoices to customers via SMS

Instead of prinitng or emailing invoices or quotes. Can we send this via a simple click vi SMS to there stored customer mobile number?
almost 3 years ago in Reckon Accounts Business / Hosted only 1 Planning to do

At least 4+ available email address fields for each customer

I export from reckon the email addresses for company emails and 2 is just not enough
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Retain Original Description on Transaction Rules

Currently using transaction rules forces you to set the transaction description to a specific value. Not very helpful to have all of one type of transaction have the same description. Can you add a button next to description that allows you to "Re...
about 5 years ago in Reckon One / Banking 3 New idea

View History to show all linked Payroll transactions

In Reckon One when you do a pay run a "Make Payment" is created. When clicking View History in the Make Payment transaction it will be good to show everything linked to it, like Bank Payments, Payrun, Journals, etc. Or have a "Linked Transactions"...
over 4 years ago in Reckon One / Payroll 0 New idea

Leave liability needs to be able to post directly to balance sheet

At present, in order to have employee leave liability show up in the balance sheet I have to create journals to show it. I would love to have this post directly to the balance sheet from the pay day immediately prior or on balance date.
about 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea