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Add attachments to Reckon One Invoices created & create own invoice numbers

A lot of my clients use manual invoice books still, or from another app system (yes they don't like R1 inv app). It would be great to be able to attached a shot of the original manual invoice when creating in R1. Also be able to use the same invoi...
over 2 years ago in Reckon One / Invoices & Bills 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...
almost 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.
almost 5 years ago in Reckon Cloud POS 0 New idea

Ability to print a pending Build

If printed, a Pending Build can be used by production staff as a job ticket since it has a unique number, identifies the inventory assembly to be made, the components required and the quantity of all items.
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 3 Already exists

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...
almost 5 years ago in Reckon One 0 New idea

Calendar Year Reports & Custom Report

Could you please add in the list of report for Profit and Loss & Balance Sheet the ability to create Calendar Year Reports such as This Calendar Year, This Calendar Year to Date, Last Calendar Qtr, Last Calendar Year, Last Calendar Year to dat...
almost 5 years ago in Reckon One / Reports 0 New idea

Attachments column in Reckon One Transactions Viewing window

I wish to know whether a receipt has been attached to the payment so I can follow up with my staff.
almost 5 years ago in Reckon One / Reports 0 Already exists

Get portal to work with password managers like LastPass

I reset my password - but the way it works, lastpass doesn't automatically add it in. Which is surprising because lastpass has smarts and guesses 99.999999 every other password reset I've done.
about 7 years ago in Reckon Customer Portal 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.
almost 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.
almost 5 years ago in Reckon One / Invoices & Bills 0 New idea