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Status New idea
Categories Desktop & Hosted
Created by Guest
Created on Nov 30, 2018

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 found one even through reckon now also provides an online product "Reckon one" but it's by far not as comprehensive of an accounting product as we need for our business.

I would suggest for reckon to host a webpage where customer data can be uploaded to from Reckon Accounts Enterprise. Preferably having an option of what details of customer data will be uploaded to the page.

From there we can then give our customers a link to the page and they can create a login and password to check their balances and details of payments they have made in the past.

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    Jason Hollis
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    Dec 11, 2018

    Hi Stevie. I have contacted our partner, https://getpinch.com.au/ , who are currently finalising their integration with Reckon Accounts Hosted (having already completed Reckon One). They have not looked at Reckon Accounts desktop but did ask for you to drop them a line so they can respond directly. Kind regards, Jason.