Currently any invoices with terms that are over 7 days will automatically come up with an Overdue Stamp if invoice is not emailed the same day as it is created. I rang Reckon help about this issue and was given instructions to make the due date 36...
Fast Coding in portal should remember state of filter between sessions
Why is it useful: Because each time I log in to Fast Coding I have to reset the filter to "uncoded" to see transactions I haven't matched yet. Who would benefit from it: Anyone who is annoyed by current behaviour and taking 2 seconds to set filter...
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 e...
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 ...
Be able to copy and paste in Reckon while on the Cloud
Copy and paste information and or numbers, names, addresses, notes to save time. Also copy and paste direct information like numbers cant be incorrectly entered if you copy and paste them - less human error
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...
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...
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