Reckon Product Ideas

Make a difference by sharing your ideas with the Reckon product development team. Your votes will directly influence the product roadmap and help guide our products future direction.

Emailed Invoices and adding attachments

Being able to have a log of what invoice emails have been sent, as well as a bounced report as a minimum. Then within the "email invoice" tab have an option to add external documents, word,PDF and Excel as the main examples a business may use. In this modern day a program like Reckon should be able to do this. 

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jun 7 2018
  • Already exists
  • Attach files
  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 22, 2018 04:18

    I would love to have the option to attach documents to invoices especially. At the moment email the invoice to myself then attach the documents and email again. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    February 01, 2019 23:21

    Ditto, every single one of our invoices have to have multiple attachments, so currently none can be sent directly.

  • Admin
    Iftikhar Chowdhury commented
    February 05, 2019 01:25

    Hi all,

    You can attach documents to an Invoice from Reckon Accounts before you send it.

    When the email preview shows up (turn it on from Edit > Preferences > Online > Company Preference > tick Display each email before sending.), click on the "Attachment" button from the top left and then attach the documents that you want.

     

    Please find the attached screenshot for reference.

    I hope the above helps.

     

    Thanks

    Ifti

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    February 05, 2019 08:55

    Thanks ifti, can you also do it from Reckon one? - i dont see how.

  • Admin
    Jason Hollis commented
    February 10, 2019 23:29

    Thanks for creating the idea in the Reckon One ideas channel. For reference, this idea is found at https://ideas.reckon.com/ideas/RKN1-I-321