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Reckon Customer Portal

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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 pr...
about 5 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.
over 3 years ago in Reckon Customer Portal 0 Future consideration

Only show subscriptions that added staff member has permission to

If I'm added as a staff for a company, currently, I can see all the subscriptions that the company has. But I should only see the subscriptions that I have permission to access. This is a privacy issue and we have received a lot of complaints from...
almost 7 years ago in Reckon Customer Portal 0 Planning to do

Get portal to work with password managers like LastPass

I reset my password - but the way it works, lastpass doesn't automatically add it in. Which is surprising because lastpass has smarts and guesses 99.999999 every other password reset I've done.
over 7 years ago in Reckon Customer Portal 0 New idea

Allow Multiple Cards to be stored and Transacted for Payment

Feedback from a customer:"You need to fix your payment gateway to allow multiple cards to be transacted"
over 7 years ago in Reckon Customer Portal 0 New idea

ability to add a unit number to your company address.

No description provided
almost 6 years ago in Reckon Customer Portal 0 New idea

Consider a more visually obvious way to share a book or get to the settings

This is useful for new users who do not necessarily understand the meaning of the icons used represented by the 3 vertical dots (a vertical ellipsis).
almost 6 years ago in Reckon Customer Portal 0 New idea

Dynamic partner portal information

Use the "Are you registered for tax?" flag to dynamically disable/enable the partner program signup link. section 3.1 of the RCTI states "The Supplier warrants that it is registered for GST purposes" therefore it would be advantageous to remove ...
almost 6 years ago in Reckon Customer Portal 0 New idea

provide different payment options

not everyone has access to a credit card, or are using the product on behalf of others who it would be easy to send an annual invoice to for payment. Providing alternative payment options would be a great selling point. Posted on behalf of customer
over 6 years ago in Reckon Customer Portal 1 New idea

Client accounts VAT summary for partner

Functionality to allow an accountant / advisor partner to review and submit client VAT returns in bulk. For partners with many clients, having to go into each client account to perform this task is time consuming. A more efficient way of working i...
over 6 years ago in Reckon Customer Portal 0 New idea