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Shortcut to change Text Case

Have the ability to change text case of selected text in any data field ...similar to the word shortcut of SHIFT+F3
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 1 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

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

Transaction Line Items by account

Requestiong the Transaction Line items by account code as this is the ONLY report in Reckon that shows the description per line entry. At present it is not useful as we cannot sort by account code. As an accountant not having this ability makes th...
about 2 years ago in Reckon One / Reports 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...
over 5 years ago in Reckon One / Banking 3 New idea

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

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

Account Enquiry Report, add the option to type the Account Name into the search bar

When filtering Account Enquiry Report, add the option to type the Account Name into the search bar rather than having to scroll through the entire Chart Of Account before you find the one you want. While you are at it, could you also add a reset o...
over 3 years ago in Reckon One / Reports 0 New idea

Transaction history Does not work on quotes - this is a BUG

Quotes/estimates has a "transaction history" option (with right click) however there is never any history to such a transaction. I have often wanted such history: for example I want to know if the quote has been completed and invoiced, but even th...
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Data Source - Reckon Accounts Desktop

Add Reckon Accounts Desktop as a Data Feed
over 1 year ago in Reckon Insights / Data source 0 New idea