ADD A NEW IDEA

All ideas

Showing 1164

Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline

Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.
about 6 years ago in Reckon One / Reports 1 New idea

User Approval Notification

Have a user approval system, when a user creates an invoice the administrator or required persons recieve a pop up or can go to a viewing screen to then assess and approve the tasks / invoices / estimates etc
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Creating the Chart of Accounts

When creating a the Chart of Accounts, it would be much more efficient to add each type of code on each Chart of Account tab on that main screen, so you can see the coding you have already selected. Currently adding a new code means the window goe...
about 3 years ago in Reckon One 0 New idea

Allow quick access to a project from invoice list or invoice details

Hi there. I'd like to be able to quickly access a project (with an hyperlink) from the invoices overview or, failing that, from an invoice's detail by making the "Project" item an hyperlink to the actual project. Right now this operation requires ...
about 6 years ago in Reckon One / Projects 0 New idea

BankData confirmations to RAH subscribers - include statement to use your Hosted UserID and password

No description provided
about 6 years ago in Reckon Accounts Business / BankData / Hosted only 0 New idea

Switch between tabs under Customers and Suppliers without saving each time you edit

In Quickbooks, when filling out details of a customer or supplier, you can switch between tabs to make all your edits, and then click save when you're done. Reckon doesn't allow this - you need to save details every time you make an edit before yo...
about 3 years ago in Reckon One / Basics (core) 0 New idea

Reports - Sales by Supplier

would help in ordering by supplers
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Rewards products points to dollar spend

Explain your rewards system in more detail. The current rewards program i am running is based on $1 = 1 point with a collection at 300 points/ $300 spend for a gift. Not sure if your system allows this but as i can't find a way to make it work i c...
about 6 years ago in Reckon Cloud POS 1 New idea

Payrun report showing leave accrued and leave balances

With many part time employees we must check their leave balances and ensure the correct amount of leave is accruing each pay run. It would be useful if there was a report showing leave accrued and leave balance for each employee per pay run. The p...
about 6 years ago in Reckon One / Reports 0 New idea

Email keyboard Shortcut

We should have an email keyboard shortcut to enable us to email invoices without using a mouse
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea