Ability for Items to be entered as a negative qty on invoice lines
Ability for Items to be entered as a negative qty on invoices will allow you to enter a standard levy or discount against invoices that will give a description. Current discount option does not allow for a reason for the discount. As a scouting gr...
Add attachment option in Bank Transaction when allocating payments
There is no option to save a receipt when allocating in Bank Transactions. You must then double up and go into Bank accounts to make an attachment for each entry. (Needs similar option as in the Bills module)
Transaction rules to also perform wildcard searches
Currently transaction rules have multiple search options available however none of these options perform a wildcard search.
Sometimes you need the rule to identify some text within a string of text. Currently you cannot do this in R1. I'm sure thi...
Would be really good to have a link that takes us to a list of transactions for a particular customer or supplier from their information window. Create Statement is available, but not view transaction list.
You have an app to create & send invoices & apply payments, it would be great if you also had an app (either separate or as part of invoice app) that allowed us to scan and enter a bill and apply payments as well as scan a receipt & en...
Quick add suppliers when adding contact in fast coding
Make it easy to quickly add a new supplier/contact when allocating contact to transaction in fast coding window - rather than needing to go into new window to create it - similar feature exists in desktop version of reckon accounts
It is very time consuming to manually copy address details to the postal address, shipping address, etc. Looking for a button that says "use same as in postal address"
Ability to Create Purchase Orders and then Convert to Bills to Pay
I have Clients that enjoy the product but need the facility to create purchase orders that are linked to projects and they can email to suppliers. Then they need the ability to convert these to bills to pay.