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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.

Regards,
The Reckon Product Team


Status Implemented
Created by Guest
Created on Nov 20, 2018

Would like to be able to choose to hide or delete inactive books

I setup a book for a client and then realised I had messed up the selections for chart of accounts etc - so I made this book inactive and setup another one... but now I would really like to Hide the inactive book so my client doesnt see it and get confused by it when they login?  would really love a tick box that allows us to hide old/inactive books - even better if it was possible to delete it?

  • ADMIN RESPONSE
    Jul 29, 2020

    You can now filter on subscription status. We have also added search to GovConnect and added other usability improvements.

  • Attach files
  • Guest
    Reply
    |
    May 8, 2020

    Would be nice to have a tidy dashboard by hiding or deleting inactive books. When you have a lot of books it is annoying having inactive ones cluttering up the dashboard.

  • Guest
    Reply
    |
    Jun 10, 2019

    I too have this issue an error was made and I set up two books. One is now inactive but cannot be deleted from my list onscreen.

  • Admin
    Jason Hollis
    Reply
    |
    Nov 21, 2018

    This is managed by the Reckon Portal. I will move the idea to that product. 

1 MERGED

Remove/Hide Redundant Books from Portal

Merged
I have a redundant book that I used as a trial to test features in R1. It contained a lot of bogus data for testing. I purchased a new book when I was ready to use the product so I could start from a clean slate. Now I can't remove the 'test' book...
over 4 years ago in Reckon Customer Portal 0 Implemented