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Reckon One

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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.
about 5 years ago in Reckon One / Invoices & Bills 0 New idea

Add descriptor bubble for 30 day trial people

Add descriptor bubble for 30 day trial people, looking to add new modules during their trial period. So when they get to the window to add and you must select 'Pay Now', that if your still in your trial period this will incur no cost.... Or someth...
over 2 years ago in Reckon One / Other 0 New idea

Template quote terms unlimited word count or customizable

Templates in Reckon One has a limited customization and therefore the option to add more section is not available. Can you update the templates section for estimates to have more word count for terms and conditions so as to we are able to use it m...
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Overwrite Tax Code Based on Chart of Accounts

When expenses are received from another system, e.g. Halaxy which I use, if the Chart of Accounts code is valid the Tax Code associated with Chart of Accounts Code should overwrite what has been transferred. As the Chart of Accounts is specific to...
over 2 years ago in Reckon One / API 2 Unlikely to be implemented

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

Able to delete emails from email history

Being able to delete emails from the email history.
almost 8 years ago in Reckon One / Accounting 0 Unlikely to be implemented

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