The Customization window for invoices, sales orders, purchase orders (the templates) is so difficult to use and the zoom in/out function is never an accurate account of what the invoice would look like. This has not improved since 1992 when the fi...
A report containing list of jobs and their status (estimating, quoting in process, invoiced, dispatched, waiting payment, completed, etc.). And a filter to see jobs by month, week, year or their status.
Ability to COPY to a new book, all of the Book structure EXCEPT for Transactions
It would make things much better if I can create a book and set it up with the necessary Chart of Accounts, Items, Customers, Suppliers and other settings and be able to use that book as a template to quickly create new books with the same structu...
Ability to email customers credit notes receive payments screen
If a customer overpays an invoice, and they want to leave it on their account as a credit, I would like to be able to email them a copy of that credit note from the receive payments screen as at the moment you can only print it.
Add the ability to import Customers and Vendors. I would be up and running a whole lot quicker rather than waiting for a Reckon Team Member to import these things for me, up to 5 or more days after getting started.
It would be helpful to have the option of a stamp for REPRINT, like the paid and overdue stamps. Warehouses could clearly see if an invoice has been reprinted preventing duplicate shipments.