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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

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 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

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

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...
almost 3 years 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.
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Add Project selection in Fast Coding

There needs to be a column for Projects in the Fast Coding section to enable expenses to be coded to projects.
7 months ago in Reckon One / Invoices & Bills 1 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...
about 3 years ago in Reckon GovConnect 6 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