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Reckon One

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Attachments column in Reckon One Transactions Viewing window

I wish to know whether a receipt has been attached to the payment so I can follow up with my staff.
almost 5 years ago in Reckon One / Reports 0 Already exists

Chart of accounts Import

Please add a column for the GST codes. It has little use if you import a chart of accounts and you still need to go and enter the GST code for each account afterwords.
almost 5 years ago in Reckon One 0 New idea

Add 'invoice emailed automatically' as a column in Recurring Transactions

Need an easy reference if you can't remember if you have set that invoice up to automatically email. You don't have to open the recurring template to see.
almost 5 years ago in Reckon One / Invoices & Bills 0 New idea

Need to be able to specify default Item type as Service or Product in Settings.

The item type defaults to 'Product'. We only sell 'Services'. We continually ste-up many Items reflecting bespoke Tasks to be billed to clients on a project-by-project basis. We need a setting that allows the default item type to be a Service. The...
over 2 years ago in Reckon One / Accounting 0 New idea

Need to have option to bill by Project with reference fields at Project level included in the invoice header

We typically bill our client organisations spearately for different Projects and need to be able to specify PO numbers, Contract numbers etc in the Header, taken from Fields in the Project set-up, including the Project Description (!). Manually in...
over 2 years ago in Reckon One / Invoices & Bills / Projects 0 New idea

Customer Tax Receipts from Reckon One

I would like to be able to email (or print) my customers a Tax Receipt once they have paid their invoice from my Reckon One account?
over 2 years ago in Reckon One / Invoices & Bills 0 Already exists

Still can't access Tax Liability accts from enter bill

Clients do NOT handle Jnl entries well, it would be very useful to be able to enter the ATO BAS bill for clients just to pay and make payment against bill, but for years I have saying you cannot access the TAX liabl accts from bills, therefore cli...
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add attachments to Reckon One Invoices created & create own invoice numbers

A lot of my clients use manual invoice books still, or from another app system (yes they don't like R1 inv app). It would be great to be able to attached a shot of the original manual invoice when creating in R1. Also be able to use the same invoi...
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Show Bill Entry PDF side by side with the bill as it is being entered

A person has to manually read a bill, then enter all the correct details into the corresponding fields... it would be nice to have the pdf side-by-side with the bill entry so you can copy/paste invoice numbers and descriptions across rather than r...
about 5 years ago in Reckon One / Invoices & Bills 0 New idea

Keeping sort for list names

Would it be possible to keep the desired sort selection (ascending/desending) when accessing the customer/supplier lists?
about 5 years ago in Reckon One / Accounting 0 New idea