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Create invoice from 2 or more estimates

Often we send multiple estimates to customers with different products. Often they will send us a purchase order for items on more than one estimate.
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Automated / AI reconciliation

Implement a Smart Reconciliation Tool like competitors offer. For example Odoo: "Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and pa...
over 3 years ago in Reckon Accounts Business / BankData 2 New idea

Ability to Edit Bill Entry (even when it has already been paid)

Sometimes there was an error in categorising the bill (eg subscriptions/licenses/filing fees) Need to be able to reallocate the expense to the proper category otherwise we end up with multiple reversal journal entries
over 5 years ago in Reckon One / Invoices & Bills 0 New idea

Gross payment flag for bill credit via API for Reckon Accounts Hosted

With the recent Reckon upgrade (2021 R2), we can send gross amounts for bills via API but this cannot be done for bill credits. It would be great if this can be done too just to avoid the rounding issues and also keep it consistent.
over 3 years ago in Reckon Accounts Business / API 0 Planning to do

Warn about duplicate bill numbers after entering the number instead of after completion of the bill entry

Save time and irritation.
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 1 Unlikely to be implemented

Have Option to Tranfer to any account in the Make rule section

You can make a transfer to any account in the detailed transfer section but this is not an option in the "Transaction Rule" Section
over 3 years ago in Reckon One / Banking 1 New idea

When making a payment, option to select "bill date"

It would making paying bills (after the date) much faster when making payments, especially if you haven't done your books for a while!!
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Stripe Direct feed for Bank Data in Reckon One

A direct bank feed for Stripe data. Zapier is an unreliable workaround and users would be better serviced by a direct bank feed for Stripe Data in Reckon One
over 3 years ago in Reckon One / Banking 0 New idea

"Landed" Item Cost Price

Would be great to have a freight box on the Item Cost side so we can enter how much the freight is for the item & more custom fields per item
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Online Payment via bank

It would be great in case you can integrate payment with our financial institution, so when we click on pay from a certain bank account, the actual amount will be paid via the bank (similar to some other applications).
over 5 years ago in Reckon One / Banking 4 New idea