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 22, 2020

RELATED IDEAS

Emailing Customers with overdue balances

It would be great if there was a simple way to email customers to let them know which invoices were overdue.

Currently we can pull up a report with overdue balance and contact details, but it would be better if we can email customers with their invoices that are overdue throughout the month, - not just statements at the end of the month.

  • ADMIN RESPONSE
    Jun 22, 2020

    Hi Sandy. Most users manage this by running statements as they do not need to be completed monthly. You can in fact send statements daily if you wish (with the correct date parameters).

    There are additional options such as showing the invoice details on the statement.

    Finally, also consider adding a new statement template.. possibly rename the title, or remove the overdue periods in the footer and so on, so it looks less like a statement.

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  • Guest
    Reply
    |     Jun 23, 2020

    Thank you Jason

    Regards

    Sandy Craig
    Cowra Freight

  • Admin
    Jason Hollis
    Reply
    |     Jun 23, 2020

    Hi Sandy, yes that is a different concept. Could you please create a separate idea - the key word would be Automatically.

    As for auto payments, please take a look at Pinch Payments (see https://www.getpinch.com.au/reckon/) as this is exactly what you are after. We have worked very hard with the guys to get an end to end process in place that automates everything.

    nb. Only Hosted and Reckon One, however desktop is on the roadmap.

  • Guest
    Reply
    |     Jun 22, 2020

    Thank you for your response. I was aware of doing it via statements, (but hadn’t considered changing the template so it looks less like a statement). – However, the idea I am trying to put forward is similar to another program and it automatically sends an email once the invoice is overdue, stating the invoice number and date due.


    And another idea is where one can click on “pay invoice” and put the payment through there and then. (I have never done it but have seen it on other peoples invoices). Our accountant has been pushing us to get payments in faster and not have overdue invoices and told us that his program does this.

    Regards

    Sandy Craig
    Cowra Freight