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 ...
Ability for Items to be entered as a negative qty on invoice lines
Ability for Items to be entered as a negative qty on invoices will allow you to enter a standard levy or discount against invoices that will give a description. Current discount option does not allow for a reason for the discount. As a scouting gr...
see the last price that the customer paid for the item in the little drop down area when the part number comes up
The boss wants to be able to see the last price that the customer paid for the item in the little drop down area when the part number comes up. For example, I am writing a sales receipt and I type in “Item#1234” and the drop-down menu shows the it...
Add attachment option in Bank Transaction when allocating payments
There is no option to save a receipt when allocating in Bank Transactions. You must then double up and go into Bank accounts to make an attachment for each entry. (Needs similar option as in the Bills module)
Reckon Accounts Hosted - Print process is too long. Two click imediate printing please.
Still waiting on Reckon to fix the lengthy printing process in Hosted. This has been a problem for over six year. Currently it is taking me 30 plus seconds to print invoices. Reckon Help has told me there is nothing they can do. You can imagine th...
It would be useful to add a company logo to a report which is generated within the software for the purposes of an external stakeholder. For example a bank of leasing company requesting a YTD P&L.
Add a new report called 'Transaction Search' this report will list all transactions across my Entities and allow me to add filters, such as Date, Name, Amount etc to search and find specific transactions.