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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 Already exists
Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on Dec 12, 2018

"Comments" column in "Invoice overdue" section to record results of call or contact

This would allow me to track history of conversations about payment and persons spoken to .

  • ADMIN RESPONSE
    Dec 12, 2018

    It is worth noting (pardon the pun) you can use the NOTES section of the invoice history to record conversations and persons spoken to, plus any other information that may be relevant to the transaction. 

    When you open an invoice (or other forms) click on the view history link in the top right-hand corner.

    Then click Add note to type in your text. When saved this also enters a timestamp against the note. 

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  • Admin
    Jason Hollis
    Reply
    |
    Dec 13, 2018

    Our pleasure and thank you for your kind words. Regards, Jason and the team. 

  • Guest
    Reply
    |
    Dec 12, 2018

    Thanks for that tip . Love your great program even more !