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Reckon Accounts Business

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Payroll - Prompt when new staff member is under 20

When entering the Date of Birth of a new employee, it would be very useful if there was a pop-up that said if the person is under 20. So easy to put in the wrong pay rate if not.
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Reckon Accounts - Ability to choose whether a cash sale or tax invoice from one screen.

We have account customers, and we have cash sale customers. There are times when a new person will come in, our staff put in a large number of stock items into a cash sale, for the customer to say 'oh, no, can you put that on the 'blah blah' accou...
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Fixed Asset Serial Number Reporting

Would like to be able to modify reports to include the Serial Number details of Fixed Assets.
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Redesign the workspaces

The date needs a progress arrow to eliminate having to use the calendar dropdown when changing dates by the day. Also better to have all boxes such as e.g. date, sale no, chq no, pmt method aligned and at the left of the page to eliminate having t...
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Total Hours Worked on Payroll Transaction Report (for a single or multiple period)

As a double checking method to ensure all worked hours are entered and paid it would be useful to be able to print a report showing the hours worked per job which totals per pay period.
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 2 Already exists

Add Purchase Order Tab To Toolbar

I believe the option to add purchase order tab to the toolbar would be very useful. With the addition of being able to creatre a purchase order from the toolbar it would save a fair amount of time and be very convenient. It would be handy in the s...
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Bank G/L account, Edit Account: Online Bank Details Tab - Branch Code field: Formatting control and incorrect error message and allied matters.

In Reckon Accounts Plus 2019 in the second week of January 2020 I sought for the first time to invoke the procedure to upload bank transaction data via a QIF file. jason In the process of setting up the GL account for the target bank account via "...
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Creating A Packing Slip/Delivery Docket from a Sales Order

I would like the ability to create a packing slip/delivery docket from a sales order. Would require to be able to edit, print and save - not just print the form.
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Reports with Columns (Display Columns for...") should include columns (and transactions) for inactive Customers/Jobs - or better, allow the report user to choose All/Active/Inactive.

Currently, a summary report like a P&L includes all transactions, giving particular account balances and totals. When you modify it to add Columns, suddenly you get different babances and totals - this is a travesty, useless, dangerous. I pres...
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Close Estimate button

Can we have a "Close Estimate" button so that the "Total" value zeros out please? We may not want to delete the other information on Estimate so that it is there for future reference, but the "Balance" in the bottom right hand corner can be zero s...
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea