When posting memorised transactions it would be good to be able to set a percentage of the total to individual lines. We have a partnership and the percentage is 50% for each partner. Instead of calculating each transaction it would be much easier...
When matching up downloaded transactions to the register it would be useful to filter the register by date rather than having to keep scrolling up and down and referring to the date as well
Be able to copy and paste in Reckon while on the Cloud
Copy and paste information and or numbers, names, addresses, notes to save time. Also copy and paste direct information like numbers cant be incorrectly entered if you copy and paste them - less human error
Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline
Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.
Have a user approval system, when a user creates an invoice the administrator or required persons recieve a pop up or can go to a viewing screen to then assess and approve the tasks / invoices / estimates etc
Adding and 'All' employees option when adding employees to new pay run
Hi, I was thinking that having the ability to add and 'All employees' option in the employees drop down list when creating a new payrun may be a useful option to save some time. And hence not have to add each employee individually
All users will benefit. When preparing reports relating to employees, the ATO requires data in Surname/alphabetic order .... yet the Reckon Accounts report has no option to separate given and surname (which would then allow the report to be sorted...