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Reckon Accounts Business

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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
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to see part payment against a supplier Invoice by Invoice number

No description provided
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 4 New idea

Add a tax column to "Make Deposits" so we can deduct Commission fees from 3rd parties, e.g Ebay, Paypal, Zip, Afterpay etc.

I would imagine a lot of companies now use a 3rd party when receiving payments from customers , whilst the customer pays by Afterpay (for example), in full, the amount transferred to us is less their commission which makes it very hard to claim th...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 2 Unlikely to be implemented

Need a recurring date field for service businesses to advise on their invoice what the next service date is

Need to tell my customer on the invoice what the date of their next service is, and it needs to automatically show the next date, based on weekly, fortnightly, 3-weekly, 4-wkly etc. Like a terms field, where you set the terms and it automatically ...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Option to allocate 1 whole BILL to an individual customer instead of always having to allocate the same customer to every line

Having another option to allocate 1 whole BILL to an individual customer instead of always having to allocate the same customer to every line on the Suppliers Bill.
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to add an application to invoices that asks for a review from the customer

Reviews have become the go to for anyone looking for a service or to buy a product. It would be useful to have an application that works when emailing invoices instantly asking customer for a review with links to those social media places, like Fa...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Planning to do

Security levels for staff in Payroll

Some staff who have access to payroll, set security level so they can't see certain employees wages. e.g. only certain staff members can process wages for Manager/Executive
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

AUDIT TRAIL FOR ITEMS

I recently had an issue with the item list, in as much as there had been some changes made to the unit of measure and selling prices. In looking at the audit trail, there is no provision to see who modified the item list. This is a very bad shortc...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add Job Scheduling

Would be great to have job scheduling built in, so that when the job is done, we can click straight from there to invoicing it. Just like the current Estimating function, only for job bookings, (i.e. jobs that don't need to be estimated or quoted,...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Archive Customers who have been inactive for longer than a custom length of time

It would be good the make customers or Quotes as inactive after a length of time. Custom would be good as after 2 years we would like to archive customers or after 6 months make quotes inactive etc. Would help tidy up our customer list etc.
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea