Quotes/estimates to have a transaction history and to show up in transaction history
Quotes/estimates has a "transaction history" option (with right click) however there is never any history to such a transaction (thus the option is pointless) I have often wanted such history: for example I want to know if the quote has been compl...
When you have extensive inventory items and you need to adjust some - the list currently brings up all items, regardless of stock amounts or active status. We should have the option to filter (a) by Active Status and (b) by a text string (item nam...
Ability to import / export data in various formats to and from Reckon One
And import from a few common spreadsheet formats (eg XLS, ODS, CSV) as well as an XML file. Must be able to import chart of accounts, debtor/creditor history & transactions, stock items & values, journal transactions, documents.
Obviously ...
We have over 3,000 customers on different terms and have already used the type field for another purpose. We'd like to be able to email our 7 and 14 days customers more frequently than at EOM without having to select them individually.
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.
I have clients based in many regions in EMEA. I would like to be able to offer Reckon One to all of these clients, but I am currently unable to do so. or I have to issue invoices in both AUD and USD and pay suppliers in USD. There doesn't appear t...
Ability to report on payroll item both occurences and hours or qty. This would answer questions like when did the employee take sick leave. Without this report it means that it is essential for employers to keep separate excel records.