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Consider a more visually obvious way to share a book or get to the settings

This is useful for new users who do not necessarily understand the meaning of the icons used represented by the 3 vertical dots (a vertical ellipsis).
over 5 years ago in Reckon Customer Portal 0 New idea

Customers getting online access to their balances

I've been looking and hoping for years for a solution that would make it possible for our customers to login to a webpage and check their balances, invoices and payments they've made. (using Reckon Accounts Enterprise) Unfortunately still haven't...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Report estimate vs invoices sales /items

IT WOULD BE A VERY USEFUL REPORT TO SEE THE ESTIMATES NOT CONFIRMED AS SALES, WHAT ARE WE MISSING, AND THEN BE ABLE TO COMPARE ITEMS ON SALES WON OR LOST WITH REGARD TO BENCHMARKING
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Allow date change of already entered time events

When items are incorrectly entered they currently have to be deleted and re put into the database. If you could simply change the parameters like date it would allow less admin time.
over 5 years ago in Reckon One / Time 0 New idea

Dynamic partner portal information

Use the "Are you registered for tax?" flag to dynamically disable/enable the partner program signup link. section 3.1 of the RCTI states "The Supplier warrants that it is registered for GST purposes" therefore it would be advantageous to remov...
over 5 years ago in Reckon Customer Portal 0 New idea

Sort Invoices to print by customer

We still have many customers who prefer printed invoices. We do these in batches It would be great to be able to sort the Select Invoices screen by customer, just as you can when emailing batches of invoices
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

To switch between users without closing the company and re-opening

No description provided
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Change A/R Summary Report to show months instead of days

We get paid on a monthly basis and it would be REALLY useful to show the amounts for each customer in months rather than days. Currently the report show the amounts for 1-30, 31-60 & 61 to 90 days. This is OK but I don't know the amounts I'm...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Additional designing of templates - adding of data columns, summary of tax codes

It would be great if users had the ability to add additional data columns (not just text columns) ... often get asked for ability to put show Ex and Inc GST pricing by line... but also where combined tax codes used (mainly wine industry), need to ...
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Lock the accout category to save data input

If we could add a category to a supplier/customer account when setting up whereby it would automatically remember the income/expense category when creating a bill or invoice it would save at lot of time. For example, if creating a supplier account...
over 5 years ago in Reckon One / Basics (core) 0 New idea