ADD A NEW IDEA

My ideas: Reckon Customer Portal

Showing 34

Consider a more visually obvious way to share a book or get to the settings

This is useful for new users who do not necessarily understand the meaning of the icons used represented by the 3 vertical dots (a vertical ellipsis).
over 5 years ago in Reckon Customer Portal 0 New idea

Dynamic partner portal information

Use the "Are you registered for tax?" flag to dynamically disable/enable the partner program signup link. section 3.1 of the RCTI states "The Supplier warrants that it is registered for GST purposes" therefore it would be advantageous to remov...
over 5 years ago in Reckon Customer Portal 0 New idea

Enable payment of Reckon Fees to be done via bank account rather than credit card

Not all entities using Reckon have a credit card. It would be better if payment could be set up via payment from a bank account.
over 5 years ago in Reckon Customer Portal 12 Planning to do

Location of 'enter your credit card' window

Currently this appears over the sign out door. The portal is now offered free for STP users who don't use any other cloud software and the message continually appears over the top of the exit door in the top right hand corner of the screen. My cli...
over 5 years ago in Reckon Customer Portal 0 New idea

provide different payment options

not everyone has access to a credit card, or are using the product on behalf of others who it would be easy to send an annual invoice to for payment. Providing alternative payment options would be a great selling point. Posted on behalf of customer
almost 6 years ago in Reckon Customer Portal 1 New idea

Client accounts VAT summary for partner

Functionality to allow an accountant / advisor partner to review and submit client VAT returns in bulk. For partners with many clients, having to go into each client account to perform this task is time consuming. A more efficient way of working ...
about 6 years ago in Reckon Customer Portal 0 New idea

Only show subscriptions that added staff member has permission to

If I'm added as a staff for a company, currently, I can see all the subscriptions that the company has. But I should only see the subscriptions that I have permission to access. This is a privacy issue and we have received a lot of complaints fro...
over 6 years ago in Reckon Customer Portal 0 Planning to do

R1 Book names cutting off

Currently the name of a R1 book cuts off. Can we look at this going over 2 lines please
over 6 years ago in Reckon Customer Portal 0 New idea

Applied Coupon Code reflecting against Active Subscription

Currently when a coupon code is attached to a subscription, it doesn't reflect any where within the Portal except for the initial checkout screen. As a customer, when i apply a coupon code to my subscription, i want to see the coupon discount of...
over 6 years ago in Reckon Customer Portal 0 New idea

Partner approval notification

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