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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

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

Show support tickets in top RHS menu bar. this is std for all other cloud apps I use.

feature should allow new tickets to be lodged and a resulting notification to appear in notifications show current status of all tickets, active at the top along with its latest update from support (sortable) ability to add comments/updates in act...
7 months ago in Reckon Customer Portal 1 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

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

Assign a transaction to a Customer Account in addition to Cash/Eftpos/Paypal

It would be beneficial for us to be able to assign a transaction to a Customer Account. We would then need to be able to print off invoices monthly or run a report for the amounts owing on account each month.
over 6 years ago in Reckon Cloud POS 4 Planning to do

Confirmation of emails/invoices ie; recieved/viewed columns to track invoicing and email transactions

Useful for tracking emailed invoices/customer statements so we can see if the email has been received and viewed. would help with chasing up accounts outstanding.
over 6 years ago in Reckon One / Invoices & Bills 1 New idea

Select an account by typing in the account code

Selecting an expense or income account is time consuming, why cant you select by code number? Find it hard & time consuming to select a code- especially if not an expense/income code that is at the top of the list. As a user I want the ability...
over 8 years ago in Reckon One / Accounting 0 Planning to do

Statement of Cash Flows

It appears that it is now a requirement that the end of financial year reports should also include a Statement of Cash Flows., This report is not currently available in the reports group. Will it be implemented?
over 5 years ago in Reckon One / Accounting 5 New idea

Custom Invoice Numbers

I have trialled Reckon One, and the BIG thing holding us back migrating across is the inability to create our own custom invoice numbers. We have our own numbering protocol, and Reckon One doesn't let us enter our numbering system for invoicing. W...
over 3 years ago in Reckon One / Invoices & Bills 1 New idea