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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

Improve exporting to Excel

The export to Excel feature requires MS Excel 2000-2003 all of which are no longer supported by Microsoft. To keep this functionality would Reckon please update the link software so that current Microsoft 365 / Excel exports are supported?
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 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

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...
about 8 years ago in Reckon One / Basics (core) 0 Planning to do

Purchase order Value and Quantity Not Reducing after partial Bill is applied

This would be helpful so we can see how much of the purchase order is yest to be supplied. It seem ridiculous that the Sales Orders can reduce when an partial invoice is raised in the Customer Centre but the same logic is not applied to the Suppli...
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Back Packer Tax Rates

We are starting to see more Working Holiday Makers being employed. It would be great if Reckon could somehow have an option to only deduct the 15% Tax Rate that the ATO say is applicable to these foreign residents.
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Customer Statements Efficiency / Batch creation

Make the process of creating customer statements more efficient. Right now its time consuming if you have lots to do. Tick them one at a time, then create statements, then go into each customer one at a time and click email. It's a long winded pro...
almost 7 years ago in Reckon One / Invoices & Bills 1 New idea

Export reports to Excel

It would be very helpful if we could export all reports in Reckon One payroll to Excel
4 months ago in Reckon One / Payroll 1 Already exists

create "Taxable Total" in payslip

The current payslip under pay items has Gross, then subtracts (PAYG+Pre-Tax Deductions) to give a Net Pay. It would be clearer if the Pre-Tax Deductions (eg salary sacrifice) were deducted from the Gross to create "Taxable Total" then decuct the P...
4 months ago in Reckon Web / Payroll 0 New idea