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Reckon Accounts Business

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Better Privacy & Security of Information

There should be better security & privacy of information within Reckon Accounts. For example, a sales employee (with no Admin access) can export the whole customer database if they want to - which should not be allowed. Similarly, they can exp...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Delivery Dockets

End of month when customers want goods without an invoice until new month. Currently using a carbon copy book and it looks unprofessional.
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Job / Invoice Status

It would be really useful to have customisable drop down fields for things like Origin, Industry. I especially would like to see a customisable new status field so it can be used to identify what stage a current job / invoice is at
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add memo to forms to email

It would be really good if we could get the memo added to email forms as we & our customers use this to identify various jobs particualry for clients who have
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Terms & conditions / auto standard attachments / electronic signing

Really need to be able to add terms & conditions to all estimates & invoices as a standard attachment. In addition if these could be electronically acknowledged / signed
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

credit card payment gateway

It would be good to have a product like the Eway payment gateway so people can click on a link and pay their invoice
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add memo to estimates & invoices

Would be so good to have the memo added to customising estimates & invoices
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

New User Interface

It has been years & years since the workflow screen has overhauled to be more user friendly perhaps more like reckon one
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add a warning Overdue accounts

There needs to be a warning that customers have overdue accounts when invoices are created
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Password Security on PDF Email Attachments

Would like to see passwords on the email attachments like payslips for security reasons.
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea