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Introduce 'Quotes' area within Invoices Module

The difference between providing an estimate and providing a quote from a businesses point of view is that an estimate is not legally binding whilst a quote is. Although there is the ability to re-title the estimate forms to be called 'quotes' th...
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

please allow dates to be recognized with dots as well as /

i use the number pad to enter numbers and it is much much much easier to use . instead of / when entering dates as in 29.7.2020. Please allow this to be recognized as a date instead of insisting on 29/7/2020. or even allow 29072020 to be recognize...
over 4 years ago in Reckon One 0 New idea

Message (email set up)

Hi, when I send out an invoice to a client a standard message come up to the client. I think it would be very good if I could change this message and save it, so that every time I send out a new invoice, this particularly message that I have writt...
over 4 years ago in Reckon One / Invoices & Bills 1 New idea

Reports - search criteria sales by item detail

reports - sales by item detail, i would like to see a search bar which allow you to only search for a particular item rather than every item sold in that time period.
over 4 years ago in Reckon Cloud POS 0 New idea

SORT PURCHASE ORDER ITEM COLUMN BY ASCENDING/DECENDING (A-Z, Z-A)

The ability to sort columns in Purchase Order window would greatly speed up checking arrived order against invoice when invoice part numbers are in alphabetical order. This then would make the Receive Items & Enter Bill function more efficient...
about 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Adjusting SOH

You have to be in single user mode to be able to adjust stock on hand. Can I suggest that SOH can be adjusted directly in the "Edit item" section rather then having to wait for employees to log and out and having to scroll through your whole item ...
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Terms & conditions / auto standard attachments / electronic signing

Really need to be able to add terms & conditions to all estimates & invoices as a standard attachment. In addition if these could be electronically acknowledged / signed
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Add memo to estimates & invoices

Would be so good to have the memo added to customising estimates & invoices
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Inventory Reporting - include all Sub Items by Parent Item

I often create reports on items which include all the sub items of a parent item. To do this I have to select each item individually using "Multiple Items". If I add an item to this parent group I have to edit every report indivudually to include ...
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Credit Notes - bringing supplier credit notes in

Currently when we do customer credit notes we have to add the items/materials in manually - can you make it so that we can import the supplier credit notes in the same way as we import time/cost into customer invoicing?
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea