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when an estimate is changed to an invoice that shows on the estimate list as converted to a sale

estimates stay as live estimates unless you tick the box to make it inactive, I would like to see at a glance what estimates have been converted to sales in the estimates field
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to see part payment against a supplier Invoice by Invoice number

No description provided
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 4 New idea

Ability to print and/or export reports containing bank account details

Every year we face a problem with our auditors requiring supplier masterfiles that contain all supplier bank account details (which can be worked around by exporting the IIF file) but there's no way of giving them reports on changes to account det...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Bulk items import

Ability to import bulk inventory items
almost 4 years ago in Reckon One / Other 0 New idea

Add View History option to more areas

The View History option is great however it needs to be expanded to some critical areas. Journals Overview screen - so you can see what journal was deleted, when and by who. I know it is within a journal but it would be great to see this for delet...
almost 4 years ago in Reckon One / Other 0 New idea

AUDIT TRAIL FOR ITEMS

I recently had an issue with the item list, in as much as there had been some changes made to the unit of measure and selling prices. In looking at the audit trail, there is no provision to see who modified the item list. This is a very bad shortc...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Allocate an account code to a contact

Many contact's transactions are posted to the same nominal/account code. To save time on having to choose every time, Reckon One should allow a default account code to be set for a contact.
over 6 years ago in Reckon One / Accounting 0 New idea

Ability to paste into Create Budget page

We create our budgets in excel. It would be really helpful to be able to copy from our budget and paste into the Cretae Budget page, ideally atleast a row at a time. At present, you cannot paste into this page and I need to manually enter every va...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add Job Scheduling

Would be great to have job scheduling built in, so that when the job is done, we can click straight from there to invoicing it. Just like the current Estimating function, only for job bookings, (i.e. jobs that don't need to be estimated or quoted,...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Customer Member Number & Barcode

Searchable customer id member number and id barcode number
over 6 years ago in Reckon Cloud POS 0 New idea