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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.

The Reckon Product Team

Status Already exists
Categories Desktop & Hosted
Created by Guest
Created on Nov 12, 2021

Copy details for a sales order and invoice

We receive multiple orders of the same product from a customer that have different order numbers and job numbers and sometimes quantities. They are required to be kept separate and invoiced separately, so we are entering the same item numbers in multiple sales orders. If were able to choose a sales order to copy and just change the order number would be a great time saver.

    Nov 12, 2021

    Hi Kerrie. The way to achieve this is to create a memorised transaction of the order and set to Don't remind me so it doesn't create automatically. Once you create a sales order from your memorised transaction list, make the changes you need to order number, quantities etc.. and save.

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  • Guest
    Nov 12, 2021

    The problem is we don't know they are going to be repeated as they sometimes order the same days or weeks apart. Then they may order 3 the same sporadically, then different ones the same again sporadically. They are our biggest customer so we would soon have a big list of memorised transactions if we done it that way.


To be able to copy a supplier or customer transaction

No description provided
4 months ago in Reckon Accounts Business / Desktop & Hosted 0 Already exists

Copy invoices or estimates

Quite often we have the same estimate we need to give to 2 different customers. Same with invoicing
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 2 Already exists