I would like contact titles to be shown on the invoices generated by Reckon One, e.g. 'Email:' 'Web:' etc etc.
These titles could be optional, giving users the choice as to whether they want to include or not.
Not necessarily a new idea. When i signed up to Reckon a development was in process for divisional reporting.What is current status of this reporting that was promised?
When a user opens a sales order it logs - open time, user, sales order number as a minium. then when they close the sales order it logs - close time, user, sales order number. This way we can track and report on time spent on individual sales orders
As I understand it, the Price Level can be applied in the Estimate via the Markup column but unless you convert an Estimate to an Invoice, you can't apply the Price Level feature to an Invoice only. If the Customer is selected, then the Price Leve...
Audit Trail Report should not change the reporting of the original Entered/Modified date and User of a form after emailing
The Audit Trail Report by design is meant to log the original transaction date and User of an Invoice and then log subsequent changes as modifications noting the date of the change and the User. It has been established that if an Invoice is flagge...