ADD A NEW IDEA

My ideas

Showing 1556

That you cannot email an Estimate without a price

Quite often I get distracted in the process and forget to put the price on before I email to customer, would like some kind of warning to prevent this happening
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Leave Summary Title

If it is elected to NOT have leave balances on the payslip, it would be great if when this box is ticked that the title does not remain on the pay slip
over 5 years ago in Reckon One / Payroll 0 New idea

Printing Pay reports before submitting STP and Emailing Payslips

I would suggest that it is essential that I be able to create payroll reports before submitting STP or emailing payslips. There the wonderful window at the end of the RA payroll must be closed and not used. Can you had payroll reports to this wind...
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to Manage by User in the Management Tool

At the moment, you can manage by Data Feeds or Folders. It would be great if you could also manage by User. Eg, select a User and see all the feeds and folders they have access to and change those permissions
almost 3 years ago in Reckon Insights / Management app 0 Planning to do

Set to Schedule to run a certain number of times or have an end date

Would be handy if a parameter could be added to stop the schedule. For example, if you are working on a project and you want an update via schedule each morning for say 14 days, or 8 instances, or until a certain date.
almost 3 years ago in Reckon Insights / Visualisation 0 New idea

Ability to set a schedule with multiple formats

I want to create a schedule and (for example) receive the data as a chart and also as an XLS. At the moment I have to create two schedules and receive two emails.
almost 3 years ago in Reckon Insights / Visualisation 0 New idea

Duplicating Schedules

It would be handy to be able to duplicate schedules both in a particular report, and from other report schedules.
almost 3 years ago in Reckon Insights / Visualisation 0 New idea

Save a favourite filter(s)

It would be really useful if a business is reporting across multiple data files or books, to be able to save a favourite filter so this can be used on various reports. That is, same filter.. different reports.
almost 3 years ago in Reckon Insights / Visualisation 0 New idea

Use Dollar rounding in estimates

currently if you enter a final amount in an estimate lien item, the % is then calculated and the amount entered is changed. it is better to be able to enter the amount and the % is then calculated based on that amount. it is also time consuming to...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Need to be able to specify default Item type as Service or Product in Settings.

The item type defaults to 'Product'. We only sell 'Services'. We continually ste-up many Items reflecting bespoke Tasks to be billed to clients on a project-by-project basis. We need a setting that allows the default item type to be a Service. The...
almost 3 years ago in Reckon One / Accounting 0 New idea