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Being able to set a preference for invoice templates for each customer

Correct invoive template would be used all the time without having to make a choice each time
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Fast Coding - Bank Feed description/longer name display

When opening our Fast Coding file in the browser I can currently not see enough information on what Bank account feed I am working with.We have over 8 different bank accounts and the name on each bank account is obviously our full business name.Ha...
about 2 years ago in Reckon Accounts Business / BankData 0 New idea

Ability to change details of multiple sub customers/suppliers at once

At the moment, if you want to change the emails, phone numbers, and contacts of a company, you have to go through every sub category and change them manually, even if there are dozens to a hundred of these sub categories. This is time consuming to...
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Where invoices have been credited, they should be stamped as 'credited' rather than paid.

This would prevent costly sales errors. When searching customer history staff see that a customer has bought a particular item because the invoice shows a paid stamp when in many instances the invoice has been credited, and NOT PAID. This has resu...
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Tax codes on bank imports

When importing bank transactions, I would like to be able to choose my VAT/tax code in the same way I can choose my account and contact. Being able to do this quickly will save lots of time when importing many transactions.
over 6 years ago in Reckon One / Banking 2 New idea

Compare my data against ATO performance benchmarks

As a business I would like to see how my financial results compare to the ATO performance benchmarks to: Alert me to where my business is over or under performing. Ensure my business falls within industry benchmarks to reduce my chance of being au...
over 1 year ago in Reckon Insights / Visualisation 0 Planning to do

Ability to write estimates on the reckon one app

Many businesses would benefit from the ability to write estimates /quotes on the reckon one app. Because I am usually on the road, I don't have a laptop with me. I need to be able to write estimates / quotes on the road. I would be able to achieve...
about 6 years ago in Reckon One / Reports 5 New idea

Smtp Setup page to use own email

By option to use own email by having area to use reckon mail server or own send mail setup will alleviate issues with spam, missed emails and allow better tracking of emails.
about 3 years ago in Reckon Accounts Business / Hosted only 5 New idea

Email settings Invoice template add special tag contact name

So that when you generate the email to customer it can say "Hi contact name" instead of "Hi Organisation name" - in my invoices I want to generate an email that says hi to the first name of the accounts person I am sending to.
over 1 year ago in Reckon One / Invoices & Bills 0 New idea

Inventory item Prices

we have customers such as distributors and retail customers. Their price level is different. I had a luxury in Sage One to have multiple price list and default the customer to the revelent price list. It is much easy to invoice as special pricing ...
6 months ago in Reckon One / Invoices & Bills 0 New idea