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Reckon Customer Portal

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Single page in Reckon One Portal area rather than separate 'shared' page

Merge the Reckon One 'Subscriptions' and 'Shared with me' pages so a user can see all available books in a single area. A 'shared' book could have an arrow symbol indicator on it instead. This would avoid users assuming they could not see a shared...
almost 4 years ago in Reckon Customer Portal 0 New idea

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

PAYPAL OPTION FOR PAYMENTS FOR RECKON CUSTOMERS

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

Location of 'enter your credit card' window

Currently this appears over the sign out door. The portal is now offered free for STP users who don't use any other cloud software and the message continually appears over the top of the exit door in the top right hand corner of the screen. My cli...
over 5 years ago in Reckon Customer Portal 0 New idea

Alert User that Subscription Has expired /nearing expiry

Feedback from Customer"You need to alert customers to the fact their subscription has expired so they can take immediate action to remedy the situation rather than just lock the book mid-flight with no warning, I wasted two hours of my life trying...
almost 7 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

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

professional partner commission report more organised

The statement that we get has the first column called INVOICE ID can you not just put the client's name/reckon book file name there instead? the invoice ID means very little.
about 3 years ago in Reckon Customer Portal 0 Future consideration