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when an estimate is changed to an invoice that shows on the estimate list as converted to a sale

estimates stay as live estimates unless you tick the box to make it inactive, I would like to see at a glance what estimates have been converted to sales in the estimates field
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Locations to match classes in Accounting Software

Future integration should consider the multi-site scenario where multiple POS locations are integrated to a single Reckon One book / Reckon Accounts Hosted company file whereby you are able to define an income account and a related classification....
about 7 years ago in Reckon Cloud POS 0 New idea

Ability to see part payment against a supplier Invoice by Invoice number

No description provided
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 4 New idea

Add a tax column to "Make Deposits" so we can deduct Commission fees from 3rd parties, e.g Ebay, Paypal, Zip, Afterpay etc.

I would imagine a lot of companies now use a 3rd party when receiving payments from customers , whilst the customer pays by Afterpay (for example), in full, the amount transferred to us is less their commission which makes it very hard to claim th...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 2 Unlikely to be implemented

Need a recurring date field for service businesses to advise on their invoice what the next service date is

Need to tell my customer on the invoice what the date of their next service is, and it needs to automatically show the next date, based on weekly, fortnightly, 3-weekly, 4-wkly etc. Like a terms field, where you set the terms and it automatically ...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Able to split a payment to other bank account

You go to the supermarket and buy groceries and get cash out. Be able to transfer that cash to the "Cash" account in one transaction. Presently the only way I can find is to create a "Supplier Adjustment Note" and receive the payment to "Cash" - M...
almost 6 years ago in Reckon One / Banking 0 New idea

PAYPAL OPTION FOR PAYMENTS FOR RECKON CUSTOMERS

I PREFER PAYPAL THANKS
almost 5 years ago in Reckon Customer Portal 0 New idea

Return on Investment Ratio

Calculates the profits of an investment as a percentage of the original cost. Formula: Net Profit after Taxes / Total Investment
about 1 year ago in Reckon Insights / Visualisation 0 New idea

After-Tax Profit Margin on Sales

Used to measure the operating efficiency of a business by determining the percentage, or ratio, of sales that have turned into after-tax profit. Best used in conjunction with other ratios or for benchmarking against business's of similar size...
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Pre-Tax Profit Margin on Sales Ratio

Used to measure the operating efficiency of a business by determining the percentage, or ratio, of sales that have turned into pre-tax profit. Formula: Net Profit before Taxes / Sales
about 1 year ago in Reckon Insights / Visualisation 0 New idea