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...
Item Groups to have more than 30 Lines (currently if we are quoting a job that requires over 30 parts, we need to make Pack A and Pack B in order to fill the quote with the required components.
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 ...
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...
The columns in estimate temple needs to be able to be more flexible for email/print.
Printed or emailed formats of estimate are very "un presentable" and not professional. It creates very bad impression about the proposal/quotation. I have been using Accounts hosted and used to change layout to suit to make it nice and presentable.
Confirmation of emails/invoices ie; recieved/viewed columns to track invoicing and email transactions
Useful for tracking emailed invoices/customer statements so we can see if the email has been received and viewed. would help with chasing up accounts outstanding.
Purchase order Value and Quantity Not Reducing after partial Bill is applied
This would be helpful so we can see how much of the purchase order is yest to be supplied.
It seem ridiculous that the Sales Orders can reduce when an partial invoice is raised in the Customer Centre but the same logic is not applied to the Suppli...
Make the process of creating customer statements more efficient. Right now its time consuming if you have lots to do. Tick them one at a time, then create statements, then go into each customer one at a time and click email. It's a long winded pro...
Make the invoice header custom note field editable
Would like the header custom note field to be editable on each individual invoice like the note field in the footer section. This will allow for specific delivery instructions to be added near the delivery/ship to address.
Could you please allow the Account Type to be amended in Reckon One. You have no idea how many users set up an account incorrectly and then have to figure out a way to correct this after numerous transactions have already been entered.