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Add a 'Transaction Search' report

Add a new report called 'Transaction Search' this report will list all transactions across my Entities and allow me to add filters, such as Date, Name, Amount etc to search and find specific transactions.
12 months ago in Reckon Insights / Visualisation 0 New idea

When invoice emailed the to be emailed box gets unchecked

When I choose customer wants emails the check box is ticked, but when I email it from the invoice form, this does not cause the check box to uncheck like it does when I print it from the invoice form. So quite often I will email invoices more than...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 2 Future consideration

Customer Groups

Create a customer group field for customers so they can be grouped by a common boundaries such as locality, wholesale, retail etc. The custoemr group could be added to the customer ribbon so customers could be sorted by Customer group. As a scout ...
9 months ago in Reckon One / Invoices & Bills 0 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...
9 months ago in Reckon One / Invoices & Bills 0 New idea

Show description in reports

Have the option to select and show description not just detail in Account Enquiry report
about 3 years ago in Reckon One / Reports 1 New idea

Increase display size on data entry screen

The display size on the data entry screens (e.g. bills) are very small. Altering font size in Windows 11 does not increase the size of the fonts on these screens. They are hard to see after looking at the screen all day.
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Employee Specialised License Expiry

A section/option to add a defined field to add a specialised license to an employee file with an expiry date to prompt reminder of obtaining new license from Employee. The similiar field like "Workcover" in suppliers.
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add Square as a Data Source

Add Square as a data feed
about 1 year ago in Reckon Insights / Data source 1 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.
about 6 years ago in Reckon One / Invoices & Bills 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)
9 months ago in Reckon One / Banking 0 New idea