Select multiple Bank Transactions to apply the same account
On the Bank Transactions screen i regularly use the ‘allocate payment’ option to cost a number of transactions to the same contact & account. It would save a large amount of time if we could choose the contact & account, then select multip...
It would be helpful if there was a section to add a credit card surcharge directly at the Pay Bills screen rather than having to modifying the bill or add it in separately.
Firstly it would be an advantage if once we had logged into Reckon One, we were able to stay logged in. For many businesses there is no security issue and it should be something the user can change even if the default is a timed log out. Secondly ...
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.
Reckon Accounts Hosted is awesome on a computer but much harder to use on a smartphone using a browser as it doesn't fit the window well and you can't see everything you need to see at once. An app would be wonderful.
Make it easy for customers to pay themselves if a payment is missed
I recently got a new credit and so my monthly payment declined. I found out when my account was frozen and then saw the emails from Reckon in my junk folder. I then tried to pay by credit card but could not find anyway to do this easily. It should...
In regards to Accounts Receivable Payments, the only option to apply the payment is to the Customer and no further options, but in my business I receive partial payments and I need to apply it to certain invoices as per customer's remittance. As i...