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Emailed Invoices and adding attachments

Being able to have a log of what invoice emails have been sent, as well as a bounced report as a minimum. Then within the "email invoice" tab have an option to add external documents, word,PDF and Excel as the main examples a business may use. In ...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 5 Already exists

Description field on transaction shows past entries that match what is being typed.

When we make a transaction, the Item field is waiting for us to start typing the beginning of the item #. It would be incredible if that would work for the description field too. For example, we don’t know what the part # is, at least we can write...
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

see the last price that the customer paid for the item in the little drop down area when the part number comes up

The boss wants to be able to see the last price that the customer paid for the item in the little drop down area when the part number comes up. For example, I am writing a sales receipt and I type in “Item#1234” and the drop-down menu shows the it...
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Show support tickets in top RHS menu bar. this is std for all other cloud apps I use.

feature should allow new tickets to be lodged and a resulting notification to appear in notifications show current status of all tickets, active at the top along with its latest update from support (sortable) ability to add comments/updates in act...
2 months ago in Reckon Customer Portal 1 New idea

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...
4 months ago in Reckon One / Invoices & Bills 0 New idea

Improve the performance of the BAS

The BAS report takes a long time to generate, it would be good if the performance of the BAS could be improved.
about 1 year ago in Reckon Accounts Business 0 New idea

Profit & Loss report ; option to rename report to Income and Expense

Not for Profit /super funds require different report Naming conventions.
over 1 year ago in Reckon One / Reports 0 New idea

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)
5 months ago in Reckon One / Banking 0 New idea

add a BCC option in set up for payroll web

Add the option in the set up menu to BCC an email address whenever pay slips are emailed to staff in payroll web. at present you have to manually type the address and can only use 1 whereas if by default there was an email already set up for bcc t...
9 months ago in Reckon Web / Payroll 1 Planning to do

Backup & Restore

Would be great to have button to backup and restore entire database at admin level without calling Reckon One support. This is particularly important when data is accessed by multiple users and bulk altered/deleted.
over 1 year ago in Reckon One / Other 0 New idea