Skip to Main Content
ADD A NEW IDEA

All ideas

Showing 1164

Ability to attach a default template to customers in recurring invoices

Currently with recurring invoices one has to name the recurring invoice and setup the invoice individually for each customer. It would be good to have a template we could setup with standard details and then attach that to the customer instead of ...
almost 5 years ago in Reckon One / Invoices & Bills 1 New idea

Ability to attach my bank statement to a reconciliation

When I have created a reconciliation I would like the ability to attach the soft copy of the statement (eg pdf) to the reconciliation.
about 4 years ago in Reckon One / Banking 0 New idea

Highlight the parent category in the item list for easier identification

In the item list is it possible to have the category either highlighted in bold or colour or different font size. For example I have a car brand which has a few different models, this will make it easier to read or locate items.
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add Power Automate as an integration alternative to Zapier

Reckon ONE currently supports most of its integrations through Zapier middleware. Power Automate (formerly MS Flow) is a similar tool offered by Microsoft at a better value.
over 3 years ago in Reckon One / API 1 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

This is for Reckon Personal Plus - could you make an online product for this, rather than standalone licence for a PC

This would mean I can access the Personal Plus from anywhere and not have to go in through my PC
over 4 years ago in Reckon One / Other 17 New idea

POs Purchase Orders linked to the customer/ job not the contractor/ supplier

When an estimate is completed this then gets transferred to a PO for the relevant supplier, from the Customer/JOB. This PO should be also linked to the custmer/ job, where it comes from, so when you are looking at that Customer list/ Job - All Tan...
about 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add an out of the box 'Customer Sales' dashboard

Add a new out of the box Dashboard specifically focused on Customers. Some of the Metrics that could be included on this Dash are: New Customers MTD & YTD Previous Month & Year Repeat Customers MTD & YTD, Previous Month & Year Orde...
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Company Names on Account Invoices

It would be very handy for Reckon One (or other Reckon product) account holders with more than one company attached to have the company name appear on monthly invoices, instead of just the invoice number and customer ID.
over 5 years ago in Reckon Customer Portal 1 New idea

Auto Save work

It is very frustrating when you are distracted or called away from your desk after inputting invoices or estimates etc to return to your desk to find you have been logged out due to inactivity and everything you have entered id lost. Auto save wor...
about 2 years ago in Reckon One / Invoices & Bills 0 New idea