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almost 7 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Customer linked call report system (CRM)

A CRM system that allows you to add information to existing accounts by way of a customer call report by a sales representative to a customer. It must include the ability to add another customers details who may not have an account. This must also...
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Employee Details Screen - change Period to Date Created

Currently the Employees Details Screen make a reference to a period and from and to dates are the same, whether the report is the normal Pay Event or an Update event like Finalisation. This is confusing to users who think the values being sent to ...
over 4 years ago in Reckon GovConnect 0 New idea

Smart search auto picker

When I am typing in my choice for chat accounts, customers, suppliers etc if I reach the point where the smart search on returns 1 result, I should be able to enter or tab to select this. Currently, I have to select with a mouse click. This takes ...
almost 7 years ago in Reckon One / Accounting 0 New idea

Add a link to Book Settings on the Payroll setup widget

The Payroll setup widget is awesome however a key part of Single Touch Payroll requires the entity's name, legal name, ABN and address completed. For users that are using Stand Alone Payroll, there isn't a step that tells them where to enter this ...
over 4 years ago in Reckon One / Payroll 0 New idea

Supplier Part# Displayed When Receipting Goods In

Currently only "our" part# and description is displayed, in most cases that is good enough, but when ordering many similar items it would be handy to have the supplier part# visible too
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Reminders

Associate the card, ie customer/supplier, with the reminder, eg Reminder: renew plan -> supplier: Red Energy.
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Transfer transaction list report

Currently the journal list report shows both journals & transfers. We need to split these out into 2 reports. The existing journal list report would only show journal transactions. A new report (Transfer list report) would show transfer transa...
about 7 years ago in Reckon One / Reports 0 New idea

Customer Classifications

As Treasurer of four Masonic Lodges, I have many customers many of whom have a different classification e.g. Full Fees & Dues, Lodge Dues only, etc. I think it would be a good idea if we could enter a classification on the member's contact det...
over 4 years ago in Reckon One / Reports 0 New idea

Payroll Summary Report to show both Display Name and Employee First and Last Names

Can we have reckon payroll report with options to show display name and employee full name? Right now, payroll summary report showing display name. It is annoying and needs to check employee details to match employee details? or simply show employ...
over 2 years ago in Reckon One / Reports 0 New idea