Reckon Accounts Business
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1
VOTE
Fast Coding - choose what transaction method to use when coding
When adding a rule or doing a manual transaction entry in Fast Coding, we need to have the option to choose to enter it as a "Sales Receipt", "Receive Payment" or "Adjustment Notes/Refunds" and same for 'Money out' transaction choice of "Write Che...
0
New idea
2
VOTE
2
VOTE
Update version of Excel reports export to
At present reports export to xls format. It really needs to update to use xlsx format. The ability to edit reports once they're in the Excel file without downloading them (i.e. deleting a report because you forgot to change it to cash from accrual...
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Unlikely to be implemented
3
VOTE
2
VOTE
3
VOTE
Consolidate & summarise data up to a period
There is a real need to reduce file sizes, largely for efficiency. I have been operating my business with Reckon (previously QuickBooks) for 18 years. I have 18 years of data. This data needs to be consolidated and archived up to a period, say the...
0
New idea
2
VOTE
3
VOTE
Be able to choose Price Level List in the Modify Report page on the Customer Contact Report
There is no report that currently tells me in a simple format which customers have which price level list. I have to double click on each customer, go to the additional info tab and look to see that or create a custom field and type it in there, b...
1
Unlikely to be implemented
2
VOTE
3
VOTE