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migrate Reckon One data to a new book

As an alternative to the ability to change a financial year in Reckon One, it would be great to be able to use reports generated as csv files to import into a new book for continuity of data, tax records and comparative reporting.
over 2 years ago in Reckon One / Other 0 New idea

Birthday loyalty program rewards - when you select valid for Month, it should be a month from the customer's birthday not for the month in which their birthday falls

We send out birthday emails to our customers on their actual birthday. If their birthday happens to be towards the end of the month, they have very little time to redeem their reward as they don't even know about it until the day of their birthday...
about 5 years ago in Reckon Cloud POS 0 New idea

Dollar amount loyalty discount option not just %

We sometimes offer our mailing list customers a loyalty reward such as $20 off when they spend $100 or more, but unfortunately we can't do this in Cloud POS as you can only enter a % discount.
about 5 years ago in Reckon Cloud POS 0 New idea

Show reference number when allocating payments

Can you please add the Reference Number in the Allocation area of paying Bills . At the moment only the "Bill Number" is shown which makes it difficult to identify which Bill you are paying for on any Supplier when there are multiple bills which h...
about 5 years ago in Reckon One 0 New idea

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

LINE ITEM COLUMN IN ALL TEMPLATES

Can you please add an extra column in position 1 for "Line Item" (i.e. "PO Line") in order to auto numbering each line on invoices, PO, Quotes, Delivery Notes , etc all templates. This will enable our customers item selection by line item when mul...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Expand & Collapse Jobs in Hierarchical View

I have numerous regular clients , with multiple jobs. I create a new job to correspond to the current year & then add individual jobs to that year as they come in. It would be a great feature to be able to expand these "year' jobs rather than ...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 3 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...
over 5 years ago in Reckon One / Invoices & Bills 0 New idea

Markup options for Items when adding time/cost

When adding time/cost to an invoice, have the markup option on the Items tab, the same way we have on the expense tab.
almost 8 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea