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Reckon Accounts Business

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Customers getting online access to their balances

I've been looking and hoping for years for a solution that would make it possible for our customers to login to a webpage and check their balances, invoices and payments they've made. (using Reckon Accounts Enterprise) Unfortunately still haven't...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Report estimate vs invoices sales /items

IT WOULD BE A VERY USEFUL REPORT TO SEE THE ESTIMATES NOT CONFIRMED AS SALES, WHAT ARE WE MISSING, AND THEN BE ABLE TO COMPARE ITEMS ON SALES WON OR LOST WITH REGARD TO BENCHMARKING
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Sort Invoices to print by customer

We still have many customers who prefer printed invoices. We do these in batches It would be great to be able to sort the Select Invoices screen by customer, just as you can when emailing batches of invoices
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

To switch between users without closing the company and re-opening

No description provided
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Change A/R Summary Report to show months instead of days

We get paid on a monthly basis and it would be REALLY useful to show the amounts for each customer in months rather than days. Currently the report show the amounts for 1-30, 31-60 & 61 to 90 days. This is OK but I don't know the amounts I'm...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Additional designing of templates - adding of data columns, summary of tax codes

It would be great if users had the ability to add additional data columns (not just text columns) ... often get asked for ability to put show Ex and Inc GST pricing by line... but also where combined tax codes used (mainly wine industry), need to ...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Attribute Allowances to Jobs

We pay allowances for things like meals and travel hours when employees work away. We would like to be able to attribute these to a job but Reckon Accounts does not have a place to allocate them. For example we can attribute ordinary hours to jobs...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Allow percentage to be set as an option

When posting memorised transactions it would be good to be able to set a percentage of the total to individual lines. We have a partnership and the percentage is 50% for each partner. Instead of calculating each transaction it would be much easier...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Register Filter by Date

When matching up downloaded transactions to the register it would be useful to filter the register by date rather than having to keep scrolling up and down and referring to the date as well
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

User Approval Notification

Have a user approval system, when a user creates an invoice the administrator or required persons recieve a pop up or can go to a viewing screen to then assess and approve the tasks / invoices / estimates etc
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea