Ability to add credit card surcharge percentage to invoices
It would be great if we could do up an invoice as normal and then because the customer wishes to pay by credit card we could then enter the Bank percentage charge to the invoice instead of having to manually calculate and enter the figures on the ...
It is very time consuming to manually copy address details to the postal address, shipping address, etc. Looking for a button that says "use same as in postal address"
Transaction rules to also perform wildcard searches
Currently transaction rules have multiple search options available however none of these options perform a wildcard search.
Sometimes you need the rule to identify some text within a string of text. Currently you cannot do this in R1. I'm sure thi...
There are times when you need to have a report showing leave taken by employees over a specific area. Currently you can only see what's accrued. Can we have an option to run a report showin what has been taken?
Ability to Create Purchase Orders and then Convert to Bills to Pay
I have Clients that enjoy the product but need the facility to create purchase orders that are linked to projects and they can email to suppliers. Then they need the ability to convert these to bills to pay.
Would be really good to have a link that takes us to a list of transactions for a particular customer or supplier from their information window. Create Statement is available, but not view transaction list.
Quick add suppliers when adding contact in fast coding
Make it easy to quickly add a new supplier/contact when allocating contact to transaction in fast coding window - rather than needing to go into new window to create it - similar feature exists in desktop version of reckon accounts
Function to search within the invoice section (paid, unpaid and overdue) to find invoices/clients more quickly. Having to scroll is an absolute pain when I have 40+ outstanding invoices to sift through.