ADD A NEW IDEA

All ideas

Showing 1554

Ability to email customers credit notes receive payments screen

If a customer overpays an invoice, and they want to leave it on their account as a credit, I would like to be able to email them a copy of that credit note from the receive payments screen as at the moment you can only print it.
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Import Customers and Vendors

Add the ability to import Customers and Vendors. I would be up and running a whole lot quicker rather than waiting for a Reckon Team Member to import these things for me, up to 5 or more days after getting started.
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Automatic BAS preparation

client has been data entering since 1.7.2016 and I couldnt understand why no BAS' had been generated... a ph call to John today revealed that we're required to create these. I found this an unnecessary step when the information is already in the s...
over 4 years ago in Reckon One 1 New idea

Bank Feed for NAB Credit Cards

Currently Reckon One only allows for credit card bank feeds from a couple of bank facilities. NAB clients have to rely on Yodlee feeds which are next to useless. Can you please get an agreement with NAB and other banks which offer credit cards to ...
over 3 years ago in Reckon One / Banking 1 Planning to do

Sound in Reckon Hosted needs to be on all data entry

it will help to know that the data has been entered
almost 2 years ago in Reckon Accounts Business / Hosted only 0 New idea

Add Print Button to Bank Reconciliation page

This is a logical thing to do. It would have saved me a lot of time searching for how to print out the Bank Reconciliation Statement. i.e. "exporting it" was not intuitive. Thanks :)
over 4 years ago in Reckon One / Reports 0 New idea

REPRINT STAMP

It would be helpful to have the option of a stamp for REPRINT, like the paid and overdue stamps. Warehouses could clearly see if an invoice has been reprinted preventing duplicate shipments.
11 months ago in Reckon One / Invoices & Bills 0 New idea

Ability to specify bank account to apply bank rules to

Where there are multiple bank accounts being used in a file and for various practice locations (classes), it would be useful to be able to define that a bank rule should only apply to a particular bank account (or all accounts). e.g. Cash Deposits...
over 3 years ago in Reckon Accounts Business / BankData 0 New idea

Alphabetically sort tiles

The ability to sort tiles (we have 110 of them) would save a lot of time scrolling through pages to find the right one. Having a list view as well as a tile view whould also help.
over 2 years ago in Reckon Customer Portal 0 Already exists

A reference number that ties all the documents together - Sales order, PO, Est, and Inv

A single reference number across documents allows the search function to find the whole trail in one hit. One such field already exists the FOB field. In my case I have a job number system which is entered in the FOB field which I call Job number ...
almost 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea