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Allow a different date for locking an account on reconciliation as credit card transactions are often delayed.

Account should be locked once reconciled, but credit card transactions can often be dated close to the statement date without appearing on that statement. So locking on the statement date means those transactions can't be ticked off on the next mo...
about 5 years ago in Reckon One / Banking 0 Unlikely to be implemented

Drop Down Choices in Custom Fields

Is it possible to be able to create drop down menus in custom fields so that the Templates can become more user friendly?
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Payroll user & set-up instructions on PDF

Some User & set-up Instructions on PDF would have saved me 15 wasted telephone calls to your tech support and would, i think, enable Reckon to reduce its IT support staff.
about 5 years ago in Reckon One / Payroll 0 Already exists

Don't change invoice details

When we change a customers details, all the previous invoices automatically change. This should not happen, and they should stay the same. EG. We deal with a lot of homes/properties in our work. When an owner moves/sells and we enter in the new ow...
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Payroll set up > Pay Item > Add, should not have the template already set to Pay item type.

Payroll set up > Pay Item. when click on Add, the template for the new pay item has the Pay item type set to Earnings. So cannot create any other Pay item type - like Allowance, Deduction, Super, Reimbursement or Company Contribution. Current...
about 5 years ago in Reckon One / Payroll 0 New idea

Tax information on Statements

GST / VAT information for each invoice displayed on Statements.
about 5 years ago in Reckon One / Invoices & Bills 0 New idea

Transfer the Sales Order number across to a purchase order

When we generate a purchase order from a sales order we need the sales order number to be replecated onto the purchase order so they are the same number. Then we do not have to manually retype this number across......
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 2 Unlikely to be implemented

Click back to customer in customer centre from a estimate or sales order in a report.

It would be helpful if we can link from a report back to the customers card in customer centre. ie from an Open Sales Order, or from an Active Estimate report. From any report actually.
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 2 Unlikely to be implemented

Open in Single-User Mode Check Box

Add a check box to the Log In Window to try to open in Single user mode/Multi-user mode. At the moment it opens in whatever mode was last used on this computer and if you were in multi-user before and you want single-user you have to go to File an...
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Automate the emailing of Reports

For those in management who are not entering the data, it would be great if reports could be set up and automatically emailed in either pdf or excel format on a daily, weekly or monthly basis. This would then allow 3rd part apps to grab those emai...
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea