It would be really useful to have customisable drop down fields for things like Origin, Industry. I especially would like to see a customisable new status field so it can be used to identify what stage a current job / invoice is at
Many times i need to find an item i may have quoted. It is currently not possible to list an item that is present in estimates for a given date, this function is in invoices, PO and bills. Extending it to estimates for item history makes sense,
I would like contact titles to be shown on the invoices generated by Reckon One, e.g. 'Email:' 'Web:' etc etc.
These titles could be optional, giving users the choice as to whether they want to include or not.
Not necessarily a new idea. When i signed up to Reckon a development was in process for divisional reporting.What is current status of this reporting that was promised?
When a user opens a sales order it logs - open time, user, sales order number as a minium. then when they close the sales order it logs - close time, user, sales order number. This way we can track and report on time spent on individual sales orders
As I understand it, the Price Level can be applied in the Estimate via the Markup column but unless you convert an Estimate to an Invoice, you can't apply the Price Level feature to an Invoice only. If the Customer is selected, then the Price Leve...