Reckon Product Ideas

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Ability to change invoice numbering at any point in time

As a Reckon One user I want to be able to change invoice numbering at any time, not just before the first invoice is added.

Use case: Migrating from another app and want to match the invoice numbers.

I know this may go against local tax authority rules, but it is my choice whether or not I make changes.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Mar 28 2017
  • Planned
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    21 May 07:24

    New idea it's 3years old

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    28 Feb 01:33

    I have a client moving her records from manual to Reckon One and innocently deleted an invoice she incorrectly entered with the view to "starting it again" and now there is no way for her to get that invoice number back! She needs to be able to match the Reckon invoice numbers to the manual invoices historically and in order to move on with invoicing from Reckon One sequentially.

    While the invoice numbers are unable to be changed I think that there at least needs to be more warning on the delete option that advises that " deleting this invoice means that the invoice number being deleted will no longer be accessible - Are you sure you want to continue?!".

  • Admin
    Jason Hollis commented
    July 11, 2019 05:35

    Hi Clare. It's actually quite common for systems to lock invoice numbers once the starting number has been set. In fact Reckon Accounts has been criticised over the years for allowing invoice numbers to be altered. The good news, we think this is a great idea and want to introduce the flexibility of Reckon Accounts. Based on votes I suspect we'll start planning this change later this quarter.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    July 10, 2019 07:11

    We have migrated to Reckon One from Reckon Accounts Premier simply because the company I work for  uses customised engineering software for quotes, costings, purchase orders, invoicing etc and doesn't need the power Reckon Account Premier. Reckon One presents a saving and is all that we require for accounting purposes. However I NEED to be able to change the invoice numbers in Reckon One to align with issued invoice numbers. The fact that I cannot change invoice numbers is simply bizarre, I could do so in Reckon Accounts Premiere  - I am left completely red faced on this one.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    January 16, 2019 04:35

    Yep.  First problem I noticed when trialing Reckon One.  Noticeably missing, especially when you're changing to Reckon One and need to enter invoices from the old system.  Very frustrating