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Improved quoting workflow including deposits

there should be a "monies in" for QUOTING. The Quote number should be the next invoice number. Once a quote has been approved then the quote turns into an invoice, with the same number
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Automatically Generate Job Numbers for each project

Each project should generate it's own unique job number, which assists with better job and file management. This is necessary in graphic design and creative industries in particular. (I'm sure other fields as well).
over 3 years ago in Reckon One / Projects 0 New idea

Reckon Accounts Business SDK should be able to retrieve the system generated account "Reconciliation Discrepancies" on AccountQueryRq.

Reckon Accounts Business SDK should be able to retrieve the system generated account "Reconciliation Discrepancies" on AccountQueryRq. Currently it doesn't retrieve it.
over 3 years ago in Reckon Accounts Business / API 0 New idea

Increase field size for Ref number

Would be good to have more characters available when entering a bill, credit card purchase. Often invoice numbers exceed the characters available so you cant put the whole invoice number in
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Make the Open Windows column on left be flexible.

Have the ability to choose which side of the screen you can position this column, As it very handy but most of the save etc functions are on the right hand side, and when you have a large screen it is time consuming to keep crossing over.
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Export to Excel is grayed out if Excel isn't installed, this affects Office365 Users

Export to Excel is grayed out if Excel isn't installed. If a user has Office 365 they can't export an XLS.
about 7 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Foreign Supplier Payments via ABA file

Allow the set up of international payments to suppliers via the ABA functionality so a payment file can be directly uploaded to your bank. (Reckon Hosted)
over 3 years ago in Reckon Accounts Business / BankData 0 New idea

Balance Sheet report display column by class with all the classes show up (just like Profit and Loss report by class)

Product Reckon Premier 2020 If the Balance Sheet report has the display column by "class" it will be great as we can look at a business by class and a total as the same time in one report. I read discussions in Community Reckon and it seems a lot ...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

R1 Book names cutting off

Currently the name of a R1 book cuts off. Can we look at this going over 2 lines please
about 7 years ago in Reckon Customer Portal 1 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 off...
about 7 years ago in Reckon Customer Portal 0 New idea