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ReckonOne reports - add calendar year options

ReckonOne Reports - A very simple modification that would save having to constrantly enter custom date ranges. i.e This Calendar Year, Last Calendar Year. I would have thought such a basic selection would have been included from day one.
over 1 year ago in Reckon One / Reports 0 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...
over 6 years ago in Reckon One / Reports 4 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

Reckon Insights - Data Feed to Excel/Uploading CSV files

A lot of leads have been asking about this. All of them use Excel and if they can upload a CSV file they may not even need to have data source to do consolidated reporting. They can start using Insights a lot sooner.
over 1 year ago in Reckon Insights / Data source 0 New idea

add a BCC option in set up for payroll web

Add the option in the set up menu to BCC an email address whenever pay slips are emailed to staff in payroll web. at present you have to manually type the address and can only use 1 whereas if by default there was an email already set up for bcc t...
about 1 year ago in Reckon Web / Payroll 1 Planning to do

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...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 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...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Service Business Requiring More Scheduled Date Options for Recurring Invoices

Service businesses with customers on recurring scheduled services eg. weekly, fortnightly, 4 weekly, 8 weekly or 16 weeks would benefit greatly timewise if reckon gave more weekly options for recurring invoice dates. The extra weekly options that ...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

For report comparisons with budget, use the latest budget

Currently by default, comparisons appear to use the oldest budget which is now irrelevant.
10 months ago in Reckon One / Reports 0 New idea

Have a Desktop icon, for easy login to Hosted

Have Desktop icon for quick log in.
over 6 years ago in Reckon Accounts Business / Hosted only 2 Already exists