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Status New idea
Categories Desktop & Hosted
Created by Guest
Created on Jul 17, 2023

Reckon Accounts Hosted - Supplier set up - additional insurance follow up box (contractors edition)

The ability to follow up with suppliers for their insurance certificates is great but sometimes we require more than two types of insurance, could it be possible to have another box with the abiity to change the label. Currently the only options are Workcover and General Insurance but it would be good to be more specific - eg, Workcover, Public Liability, Professional Indemnity, Motor Vehicle, Equipment etc. So in summary, the ability to add more options and the ability to manually change the type.

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  • Guest
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    Jul 24, 2023

    Thanks Jason I will give that a go

    1 reply
  • Admin
    Jason Hollis
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    Jul 20, 2023

    Hi Therese. The other option would be the utilise custom fields. Although they are only text based, you can set these up pretty quickly without development from our team which could be some time off if at all depending on priorities.