We receive inbound payments using a bank feed. Some of these payments need to be allocated to multiple customer accounts. Currently it is not possible to do this in Reckon One.
We would like to be able to split a transaction to multiple contacts w...
Allow Reckon One users to create their own reports using date from Reckon One. This will allow Reckon One to meet the varied management reporting requirements of businesses and their advisors.
It would be useful to be able to line the receipt numbers with those in the paper receipt book, so being able to amend the starting receipt number would be beneficial!
Option to design own invoice, bill and pay slip templates
This would allow clients who moved from desktop ranges to reckon one have that feature which they are already familiar with and expecting the same in reckon one.
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...
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)
Automated email reminders for outstanding invoices
Reckon One should automate the process of chasing up outstanding invoices.
Users can define when invoice reminders are sent (e.g. X days after issue), what text to include in the email reminder and whether to attach the original invoice.
Automat...