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.

Please note all new ideas remain hidden from public view until reviewed by our team.


Announcement: September 2023

We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.

Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.

Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.

Regards,
The Reckon Product Team


Add a new idea Subscribe
Status Already exists
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Jun 7, 2018

RELATED IDEAS

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. 

  • Attach files
  • Admin
    Jason Hollis
    Reply
    |     Feb 10, 2019

    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 

  • Guest
    Reply
    |     Feb 5, 2019

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

  • Admin
    Iftikhar Chowdhury
    Reply
    |     Feb 5, 2019

    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

    Attach to email...
    Attach to email in RAB.bmp
    Open full size
    Attach to email in RAB.bmp
  • Guest
    Reply
    |     Feb 1, 2019

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

  • Guest
    Reply
    |     Aug 22, 2018

    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.