Memorise selection of all templates including payslip template etc. Edit Preferences Send Forms should be able to select a default template to use similar to default text.
We receive multiple orders of the same product from a customer that have different order numbers and job numbers and sometimes quantities. They are required to be kept separate and invoiced separately, so we are entering the same item numbers in m...
A reference number that ties all the documents together - Sales order, PO, Est, and Inv
A single reference number across documents allows the search function to find the whole trail in one hit. One such field already exists the FOB field. In my case I have a job number system which is entered in the FOB field which I call Job number ...
It would be very helpful to have the tax amount column populate when running A/R and A/P detail reports to show the GST component. This is crucial information for doing GST reconciliations. Without this report it is necessary to open each invoice ...
In text boxes on design forms, I would like to be able to specify font attributes differently for each line rather than the whole box. That way I can have the company name in bold the abn very small and email in underscore blue without needing to ...
Match transactions Bank feeds - Internal Transfers
When transferring payments inbetween bank accounts the transfer isn't matching . Eg transferring from Chq ac to Credit Card. The amount transfers in Reckon Hosted, but the corresponding Credit doesn't match in the Credit Card Feed
A report containing list of jobs and their status (estimating, quoting in process, invoiced, dispatched, waiting payment, completed, etc.). And a filter to see jobs by month, week, year or their status.