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Be able to classify employees so that admin/warehouse employees do not all appear as sales reps.

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over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Company Snapshot Account Balances

Currently Account Balances in Company Snapshot only show the accumulated income for any category. I would like a dropdown menu to be able to select monthly, quarterly, yearly or YTD like all the other categories
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Option to choose starting Estimate number

We should be able to set the first Estimate number. From community post: https://community.reckon.com/reckon/topics/how-to-change-estimate-numbering-when-starting-out
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

Able to edit payruns with out affecting reconciliations

I would like to edit items in a pay without it affecting the reconciliation. That is, items that have no impact on cleared amounts should be editable. ** STP may not allow this once it comes into effect.
over 6 years ago in Reckon One / Accounting 0 New idea

Delivery Dockets

End of month when customers want goods without an invoice until new month. Currently using a carbon copy book and it looks unprofessional.
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Job / Invoice Status

It would be really useful to have customisable drop down fields for things like Origin, Industry. I especially would like to see a customisable new status field so it can be used to identify what stage a current job / invoice is at
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Report for estimates with items listed

Many times i need to find an item i may have quoted. It is currently not possible to list an item that is present in estimates for a given date, this function is in invoices, PO and bills. Extending it to estimates for item history makes sense,
over 6 years ago in Reckon One / Reports 0 New idea

Add contact 'titles' to pdf invoices

I would like contact titles to be shown on the invoices generated by Reckon One, e.g. 'Email:' 'Web:' etc etc. These titles could be optional, giving users the choice as to whether they want to include or not.
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

Rural One Bank Feed

I can't understand why a bank feed isn't available for Rural One Bank via Yodlee when Xero has had it for over a year!
over 6 years ago in Reckon One / Banking 0 New idea

Create purchase orders for the short-listed items

When dealing with incomplete Sales there is a need to automatically create purchase orders for the short-listed items.
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists