We pay allowances for things like meals and travel hours when employees work away. We would like to be able to attribute these to a job but Reckon Accounts does not have a place to allocate them. For example we can attribute ordinary hours to jobs...
When posting memorised transactions it would be good to be able to set a percentage of the total to individual lines. We have a partnership and the percentage is 50% for each partner. Instead of calculating each transaction it would be much easier...
When matching up downloaded transactions to the register it would be useful to filter the register by date rather than having to keep scrolling up and down and referring to the date as well
Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline
Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.
Have a user approval system, when a user creates an invoice the administrator or required persons recieve a pop up or can go to a viewing screen to then assess and approve the tasks / invoices / estimates etc
Be able to choose Price Level List in the Modify Report page on the Customer Contact Report
There is no report that currently tells me in a simple format which customers have which price level list. I have to double click on each customer, go to the additional info tab and look to see that or create a custom field and type it in there, b...
All users will benefit. When preparing reports relating to employees, the ATO requires data in Surname/alphabetic order .... yet the Reckon Accounts report has no option to separate given and surname (which would then allow the report to be sorted...
Allow quick access to a project from invoice list or invoice details
Hi there.
I'd like to be able to quickly access a project (with an hyperlink) from the invoices overview or, failing that, from an invoice's detail by making the "Project" item an hyperlink to the actual project.
Right now this operation require...