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Partner approval notification

When a partner has their application approved, we should send a notification in Portal
over 7 years ago in Reckon Customer Portal 0 Planning to do

Add staff to all books / bulk 'add staff' function

Primarily a partner feature. When a member of staff is added to a partner account, it is likely they will be given access to all books or many of the books. This function will allow that action to be done quickly / only need to do once for all cha...
over 7 years ago in Reckon Customer Portal 0 New idea

Add 'Last Reconciled' field to COA or Account Listing Report

The Last Reconciled field appears under the Company Audit Wizard, however this feature is only available in Single User Mode.
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

add Sales Receipt functionality to Rules matching process and "Add One to the Register" on bank import data

To automate and reduce the level of data entry, it would be great to import bank statements and code them into the register. With payments you can add downloaded bank data to the register thro the Add one to the Register and write a check. For sal...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Create Statement Window to have a 'Date Range' drop down like reports

Create Statement Window to have a 'Date Range' drop down like reports, allowing users to select Last Week, Last Month etc etc
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Pay Run name as tag in email template

Every time I send out a payslip batch email I have to manually enter the pay run name into the subject line. It would be convenient if there was a tag for this.
almost 4 years ago in Reckon One / Payroll 0 New idea

Auto fill on contact addresses

Since the contacts center update the 3 addresses fields need to be filled in manually. This is really slow and annoying.
almost 4 years ago in Reckon One / Invoices & Bills 0 New idea

Avg Spend per invoice on Customer Snapshot

I think it would be great on the Company Snapshot under Customers to have the capacity to see average spend per invoice. Also I think it would be good to have some information regarding suppliers under the Company Snapshot too.
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Audit Trail on Users log-ins - Dates, Time, Length

No description provided
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Customer Statements - Transactions sorted by date

With customer statements, the transactions are not listed in date order, they are listed in order of the transaction number. A customer has requested to have a preference to be able to sort transactions on statements by date order.
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea