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Reckon Product Ideas
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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 New idea
Workspace Reckon One
Categories Reports
Created by Guest
Created on Mar 19, 2018

Add Reference and Description fields to the Account Enquiry Report

I use both the Reference (Header) and Description (Line Item) fields to assist in reviewing and reconciling line items. Without a report that shows these, my task is made all the harder.

It seems only logical that the Account Enquiry Report should be able to show these fields - without them, the report seems very limited and the fields themselves are of limited use. 

Can these fields please be added as optional display fields in the Account Enquiry Report? This should be a small change in terms of programming and would greatly improve the utility of the report.

Thanks

  • Attach files
  • Guest
    Reply
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    Jul 23, 2019

    A vital part of the Account Enquiry report.

    Showing the description field is a must for reports as it will save time by not having to extract description details manually from each Invoice/Bill.

  • Guest
    Reply
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    Feb 25, 2019

    Wondered if there was any way to have it show the reference numbers we give the receipts and invoices so that we can look them up if needs be. At the moment this information is missing from the report and it would be very useful when looking for something ie a return or a date of purchase/sale, if these reference numbers could be found in the report.

  • Guest
    Reply
    |
    Feb 22, 2019

    Reference, description and allocation notes please

  • Guest
    Reply
    |
    Apr 8, 2018

    Reference, Description & Allocation Notes Please.  

1 MERGED

Account enquiry report to pick up detail / description from creditor and debtor invoices

Merged
Account enquiry report would be more useful if provided details/description entered on debtor and creditor invoices. Currently only provides details/description from payment or receipts. As report does not pick this information up, it almost defea...
about 3 years ago in Reckon One / Reports 0 New idea