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Customer Groups

Create a customer group field for customers so they can be grouped by a common boundaries such as locality, wholesale, retail etc. The custoemr group could be added to the customer ribbon so customers could be sorted by Customer group. As a scout ...
10 months ago in Reckon One / Invoices & Bills 0 New idea

Filter Items in Adjust Quantity/Value on Hand

When you have extensive inventory items and you need to adjust some - the list currently brings up all items, regardless of stock amounts or active status. We should have the option to filter (a) by Active Status and (b) by a text string (item nam...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 2 New idea

Ability to import / export data in various formats to and from Reckon One

And import from a few common spreadsheet formats (eg XLS, ODS, CSV) as well as an XML file. Must be able to import chart of accounts, debtor/creditor history & transactions, stock items & values, journal transactions, documents. Obviously ...
almost 7 years ago in Reckon One / Accounting 1 New idea

Insert a tick box in the customer set up screen to apply credit stop.

Insert a tick box in the customer set up screen to apply credit stop, so that no new customer sales documents can be generated until removed. Setting limit to nil still allows sales to proceed. Access to be limited in permissions. This would enabl...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Multi-currency functionality

I have clients based in many regions in EMEA. I would like to be able to offer Reckon One to all of these clients, but I am currently unable to do so. or I have to issue invoices in both AUD and USD and pay suppliers in USD. There doesn't appear t...
almost 7 years ago in Reckon One / Accounting / Other 12 New idea

Ability to use credits from a customer job to pay invoices on a different job for the same customer

Often a customer will overpay one job and want the credit applied to a different job. Currently it is very tedious to move/split this credit so it can be moved to the other job. It would be great if all credits were available to apply for all jobs...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Improve exporting to Excel

The export to Excel feature requires MS Excel 2000-2003 all of which are no longer supported by Microsoft. To keep this functionality would Reckon please update the link software so that current Microsoft 365 / Excel exports are supported?
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 Planning to do

Remove Customer:Job from Purchased from list in Write Cheques and Enter Credit Card Charges

Remove Customer:Job from Purchased from drop down list in Write Cheques or Enter credit card Charges as you cannot assign a Customer:Job name to a cheque or credit card as it is used in invoices and payments. Only have the Supplier and Other Name ...
11 months ago in Reckon Accounts Business / Hosted only 1 New idea

Service Business Requiring More Scheduled Date Options for Recurring Invoices

Service businesses with customers on recurring scheduled services eg. weekly, fortnightly, 4 weekly, 8 weekly or 16 weeks would benefit greatly timewise if reckon gave more weekly options for recurring invoice dates. The extra weekly options that ...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Have a Desktop icon, for easy login to Hosted

Have Desktop icon for quick log in.
over 6 years ago in Reckon Accounts Business / Hosted only 2 Already exists