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Status New idea
Workspace Reckon One
Categories Basics (core)
Created by Guest
Created on Apr 17, 2018

Add separate attachment to emails

When emailing a transaction, can we add another attachment to the email.

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  • Guest
    Reply
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    Sep 12, 2019

    Yes, not having this is potentially going to be a deal breaker for me.

  • Guest
    Reply
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    Aug 29, 2018

    Such as the expense receipts we are on-charging!!!

  • Guest
    Reply
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    May 11, 2018

    YES!

1 MERGED

Add Attachments to emailed invoices in Reckon One

Merged
Due to contracts, all of our invoices must have multiple attachments/photos added before sending, so it would be nice to able to do this from Reckon one, rather than having to send to myself, attach, then forward.
about 5 years ago in Reckon One / Reports 1 New idea
2 MERGED

Ability to add a page of T&Cs to each invoice automatically

Merged
As in having a second page in the format to add T&Cs or for our use here in NZ, the CCA 2002 payment claim advice for adding to payment claims (invoices).
almost 5 years ago in Reckon One / Reports 1 New idea
2 MERGED

Allow attachments to be added to emails

Merged
It would be useful to be able to add other attachments to emailed invoices, especially as there is no Quotes function in Reckon One. I have clients to whom I have to send invoces and copies of RCTI's, image files or other .pdfs. It would be very h...
almost 4 years ago in Reckon One / Invoices & Bills 1 New idea