The difference between providing an estimate and providing a quote from a businesses point of view is that an estimate is not legally binding whilst a quote is.
Although there is the ability to re-title the estimate forms to be called 'quotes' th...
You can import a chart of accounts but you cannot export the standard chart which comes with IPA. That means when you import you can duplicate accounts. To prevent this you have to hand write out the existing chart! An unproductive waste of time
Would be great to be able to filter by only "this month", "last month" in the Reckon One transactions screen. This will make it easier to search for transactions for a particular month without all the other transactions getting in the way.
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
I run two separate businesses with separate business names under the one company with combined financials. It would be great if I could select different email addresses to send invoices from depending which trading name I was using - which could b...
I use Reckon Accounts Enterprise. currently I have to manually send the payslips via email & if I am not in the office on the day we process pays, I usually have an influx of emails & phone calls from staff asking where their payslips are,...