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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 New idea
Categories Desktop & Hosted
Created by Guest
Created on Sep 18, 2023

Quotes/estimates to have a transaction history and to show up in transaction history

Quotes/estimates has a "transaction history" option (with right click) however there is never any history to such a transaction (thus the option is pointless)

I have often wanted such history: for example I want to know if the quote has been completed and invoiced, but even though it has been used to create an invoice the history does not show the invoice and the invoice history does not show the estimate. The only way to tell if the estimate has been invoiced is to manually compare transactions in the client window.

Idea classification Operational
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