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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


Status Implemented
Workspace Reckon One
Categories Basics (core)
Created by Guest
Created on Sep 18, 2017

Receive money receipt

When a payment is received and processed, some users will want to issue a receipt document.

This could be printed or emailed

  • Attach files
  • Guest
    Reply
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    Aug 24, 2020

    Hi Jason.

    I can confirm I don't see any of the previously reported issues now.

    I am very happy you have implemented this quick version, it definitely meets my expectations. Thanks again!

  • Admin
    Jason Hollis
    Reply
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    Aug 24, 2020

    Hi Ales and thanks for the feedback.

    Both of these issues should have been addressed this morning. Please check again and advise.

    As for templates, we are re-writing our entire templates engine next year, so rather than hold this up, we wanted to get a quick version out without templates. I say quick, but the guys spend a fair bit of time on the design, especially handling the four different payment scenarios, so hopefully it's passable, and we'll definitely add customisation in when we overhaul the entire process.

  • Guest
    Reply
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    Aug 24, 2020

    Hi Jason,

    many thanks, amazing, I love it!!!

    A couple of questions:

    1. I think there is a glitch - please see the attached file - sometimes there is a decimal number missing after PAID$ (not always, just sometimes)

    2. Would it possible to add a tag <reference> for emailing - please see the second file attached. In addition, if I am trying to save changes in the Settings › General › Email settings, it says the changes have been saved but when I open it again, the changes are not applied (it's back to the default settings).

    Do you also plan to implement management of receipt templates (Something similar to Settings › General › Manage invoice templates)? I know the more Reckon gives us, the more we want :-)

    Anyway, it's a very handy feature and will save a lot of time.

    Thank you.

  • Guest
    Reply
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    Apr 27, 2020

    Thank you Jason. I didn't think about Zapier integration, I will look at it.

  • Admin
    Jason Hollis
    Reply
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    Apr 26, 2020

    Hi Ales, this has been scheduled for the second half of the year. I would say 4th quarter looking at what we have on for the next 4 - 5 months. You could look at integrating Receipts with Zapier (see Zapier.com) ; for example creating an email each time a receipt is added to Reckon One. We'll definitely add a process that is simple within the app though. Thanks again for your understanding.. with many competing priorities (for example right now our roadmap has been halted whilst we work on the JobKeeper provision) we are trying to do the best we can by as many users as possible, and definitely we'd do everything if we could.

  • Guest
    Reply
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    Apr 25, 2020

    Hi Jason, I am happy to pay extra for this functionality. It's really time consuming to create manual payment receipts. I understand your team is busy with other projects but I would appreciate if you could provide any implementation timeframe?

  • Admin
    Jason Hollis
    Reply
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    Oct 12, 2018

    Hi Ales. I am confident we will add this functionality. Currently we are working on the top 2 ideas. As this particular idea receives more widespread support we will move it up the priority list. I hope that clarifies what work we schedule and why? Kind regards, Jason. 

  • Guest
    Reply
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    Oct 11, 2018

    Is this going to be implemented or not? Thank you.

  • Guest
    Reply
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    Apr 4, 2018

    Receipt could also have an option to show remaining balance in the case of partial payments, any overdue carried forward, and balance due on the payment terms, eg 7 days, 30 days or COD. Displaying due date would need to be optional since R1 has limited options for payment terms at present.