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...
As an accountant managing my client books, I want extra information on the bills list report to show when a bill has been paid. This will help me complete additional checks and balances more easily.
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...
Add a "invoice paid" field in - Day to day › Money in › Invoices
At this stage I can see when the invoice is created, when its due, but cannot see when it was paid, unless I click on each individual invoice. It would be useful to see at a glance on the paid screen.
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
Future integration should consider the multi-site scenario where multiple POS locations are integrated to a single Reckon One book / Reckon Accounts Hosted company file whereby you are able to define an income account and a related classification....