It would be great if there was a simple way to email customers to let them know which invoices were overdue. Currently we can pull up a report with overdue balance and contact details, but it would be better if we can email customers with their in...
Add Purchase Order field on customer job that then is automatically inserted in PO Number field on Tax Invoice
Customers want their purchase order number on tax invoice, but there is no field for po number included when raising a job. Would like this to be added and linked to P.O Number field on invoices
We create our budgets in excel. It would be really helpful to be able to copy from our budget and paste into the Cretae Budget page, ideally atleast a row at a time. At present, you cannot paste into this page and I need to manually enter every va...
Have the ability to get Barcode of an Item via SDK (and API for Hosted)
As a User, I want to get barcode of an Item from Reckon Accounts (Desktop and Hosted) via SDK/API to populate it in a third party application.
For example, for Reckon Cloud POS, it'll be beneficial to get the barcode along with the items that are...
A reference number that ties all the documents together - Sales order, PO, Est, and Inv
A single reference number across documents allows the search function to find the whole trail in one hit. One such field already exists the FOB field. In my case I have a job number system which is entered in the FOB field which I call Job number ...
Every hour worked leave accruals - need to have option to accrue Holiday or Personal leave or both
As per Workers Compensation legislation in Victoria, annual leave accrues on compensation payments but not sick leave. There needs to be an option under Inclusions when setting up a Payroll Item to tick Every hour worked for either holiday or pers...
when an estimate is changed to an invoice that shows on the estimate list as converted to a sale
estimates stay as live estimates unless you tick the box to make it inactive, I would like to see at a glance what estimates have been converted to sales in the estimates field