Change supplier payment reference in pay bills screen or during ABA file creation
Sometimes old supplier invoice numbers are still in the payment description section. It would make sense to be able to check & edit the payment reference prior to ABA file creation, within the Pay Bills screen when checking off which bills to ...
It would be great if we could input an item by the Code. As this is the best way to avoid data entry errors. As some items are similar description. Very easy to pick up wrong one. Also when viewing the list of items, I would like to see them in Co...
There should be better security & privacy of information within Reckon Accounts. For example, a sales employee (with no Admin access) can export the whole customer database if they want to - which should not be allowed. Similarly, they can exp...
When reconciling a bank account, the "add payment" button and "reconciliation" button carry forward (in the grey section at the top of the page) when scolling through the list of transactions. Including the "refresh" button on this would be very u...
When you are inputting a bill and select to make a payment for that bill, when the make payment window opens have the date the same as the date of the bill.
Ability to create a report for total sales over a certain amount
It would be great to be able to produce a report for sales over a certain dollar amount - total of an invoice not an individual item which is the only way it can be done now, but misses a lot of information. We are looking to capture all invoices ...
Once a transaction has been entered - if you are trying to edit the transaction and JUST change the account it is assigned to; ability to be able to keep the description and amount, instead of clearing all that information too.