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Ability to use credits from a customer job to pay invoices on a different job for the same customer

Often a customer will overpay one job and want the credit applied to a different job. Currently it is very tedious to move/split this credit so it can be moved to the other job. It would be great if all credits were available to apply for all jobs...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

To be able to archive/make inactive tiles in the Reckon Portal for GovConnect

Hi, I have a couple of tiles on my Reckon GovConnect (Dashboard) who are no longer clients and it would make life easier if I could archive/make inactive these tiles so they no longer appear all the time, I understand they can't be deleted but wou...
over 2 years ago in Reckon GovConnect 6 New idea

Entering payments from field accept invoice number or customer

When entering receipts often the only reference is an invoice number. to find the account requires a search of the invoice number.I'd like to able to enter that invoice number in the "received from" field and have Reckon Accounts identify the cust...
about 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Allow re-ordering of columns when entering bills

to allow commonly used columns to be placed before less frequently used, and allow unused columns to be deleted
9 months ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

When previewing invoice templates, it should include the uploaded company logo

This will allow users to see their logo and check if is up to requirement.
over 5 years ago in Reckon One / Invoices & Bills 0 New idea

Filter Items in Adjust Quantity/Value on Hand

When you have extensive inventory items and you need to adjust some - the list currently brings up all items, regardless of stock amounts or active status. We should have the option to filter (a) by Active Status and (b) by a text string (item nam...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 2 New idea

Insert a tick box in the customer set up screen to apply credit stop.

Insert a tick box in the customer set up screen to apply credit stop, so that no new customer sales documents can be generated until removed. Setting limit to nil still allows sales to proceed. Access to be limited in permissions. This would enabl...
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Back Packer Tax Rates

We are starting to see more Working Holiday Makers being employed. It would be great if Reckon could somehow have an option to only deduct the 15% Tax Rate that the ATO say is applicable to these foreign residents.
10 months ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Add Reference and Description fields to the Account Enquiry Report

I use both the Reference (Header) and Description (Line Item) fields to assist in reviewing and reconciling line items. Without a report that shows these, my task is made all the harder. It seems only logical that the Account Enquiry Report should...
about 6 years ago in Reckon One / Reports 4 New idea

Confirmation of emails/invoices ie; recieved/viewed columns to track invoicing and email transactions

Useful for tracking emailed invoices/customer statements so we can see if the email has been received and viewed. would help with chasing up accounts outstanding.
almost 6 years ago in Reckon One / Invoices & Bills 1 New idea