I would like to have the ability to amend the Chart of accounts for instance a client setup a code for Accumulated depreciation as a current asset and it can't be changed, or a GST code that doesn't have a parent of GST can't be modified.
Print a receipt when payment received from customer
Most of our customers require a receipt when payment of account is made and we are currently having to purchase receipts from an outside source and implement into our system. To be able to print straight from the "Receive Payments" would save a lo...
Add a search bar to the top of Reckon One so that we quickly can find transactions that contain details of the search.
The result could be presented something like 'Receive Money' or 'Make Payment' screen, filtered to show only transactions whic...
Have the First name and Last name fields available for contacts of type Business
This is useful for all the other products that we want to be migrated into Reckon One, such as our own products and those of competitors.
A business can have a designated primary contact person.
In Reckon One currently, there is no facility for ...
In an interest to facilitate user self service would it be possible to share the Reckon One "How To" tutorials within the /support area of R1 https://www.youtube.com/playlist?list=PLoUtvAKOpZWtgg7h76_CKdR5S_MesEFbG is frequently updated with video...
almost 6 years ago
in Reckon One / API
0
Implemented
Report showing invoices and other forms that have been emailed
It would be handy to be able to print a report showing all invoices, estimates, sales orders, payslips etc... emailed for a period. Either day or week. I have had issues with customers saying they have not received invoices.
That the reconciliation report is the same as the actual bank balance
This would be really good as at the moment the balance in the bank account says reconciled and it matches my bank statement but the reconciliation report show a balance that is completely different and shows all the transactions that are reconcile...
When looking at the bills (and invoices) section it would would be helpful to see the date due, which means adding a "Due Date" column to our screens. It would be even better if users could trigger an email reminder prior to due date.