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Reckon Customer Portal

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Be able to have the search function in all areas of the Portal

If you could have the search function in Bankdata, STP even partners client lists it would make it so much faster to find your client especially if you have a few.
almost 3 years ago in Reckon Customer Portal 0 New idea

PAYPAL OPTION FOR PAYMENTS FOR RECKON CUSTOMERS

I PREFER PAYPAL THANKS
over 4 years ago in Reckon Customer Portal 0 New idea

Allow users to specify the default view shown on Portal login

This is similar to the idea posted here: https://ideas.reckon.com/ideas/RKN1-I-499 Users should be able to specify the default view that is loaded upon login. This should include the view, and the default company loaded. This would alleviate a num...
over 4 years ago in Reckon Customer Portal 4 New idea

Allow customers to cancel subscriptions online

I shouldn't have to wait for 30 minutes on hold to cancel a subscription to one of your services.
almost 5 years ago in Reckon Customer Portal 0 Already exists

make it easier to cancel your subscription.

No description provided
over 1 year ago in Reckon Customer Portal 2 New idea

Alphabetically sort tiles

The ability to sort tiles (we have 110 of them) would save a lot of time scrolling through pages to find the right one. Having a list view as well as a tile view whould also help.
almost 2 years ago in Reckon Customer Portal 0 Already exists

Email account invoices rather than posting

It is extremely frustrating that you are able to send an email saying that you have taken a payment from our account and our subscription has been renewed, but you still use post to send the actual invoice out. Either include the invoice number on...
over 2 years ago in Reckon Customer Portal 0 New idea

1 invoice for all your subscriptions instead of multiple

At the moment, I see a lot of bank debits of $5-7 from my bank statement (around 30 lots of these). It would be much more better if you could just make a single invoice for all our client's subscription, and thereby have them all on the same cycle.
over 3 years ago in Reckon Customer Portal 0 Planning to do

Allow me to select my correct address

It will only allow to select from drop menu, does not allow my correct address.
over 4 years ago in Reckon Customer Portal 0 New idea

Allow the user to set the default view once logged in

Users should be able to adjust their profile so that on logging in, they are taken to a default view. For your paying Reckon Desktop users, this feature would prevent them having to click through multiple windows trying to sell them additional p...
over 4 years ago in Reckon Customer Portal 0 New idea