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Status New idea
Created by Guest
Created on Sep 30, 2019

Allow users to specify the default view shown on Portal login

This is similar to the idea posted here: https://ideas.reckon.com/ideas/RKN1-I-499

Users should be able to specify the default view that is loaded upon login.

This should include the view, and the default company loaded. This would alleviate a number of clicks / selections that have to be made on EVERY login. Whilst this seems a trivial exercise, repeated login's and having to complete this every time the system is used / STP is submitted is tedious and time consuming.

It is also frustrating to be presented with advertising promoting the online version of the software when one has already paid a fair amount for 5 licences of the 'full' hosted edition. This is being placed under Reckon One as ideas submitted under the Portal heading are allocated a case / idea number that is not entered into the system.

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  • Guest
    Reply
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    Oct 11, 2019

    I concur with this - the idea of defaulting to a view. I find it a tedious chew (relatively!) - on EVERY use of the product - to have to click through a number of screens to TimeSheets, which is the 90% main use of ReckonOne by most of our users.

  • Admin
    Jason Hollis
    Reply
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    Oct 1, 2019

    Hi Paul. No thats much better thank you. I'll move this to the portal product ideas channel and have a discussion with the team as this has come up previously. When Reckon One was our only product in the portal there was no need for a default, however this makes perfect sense, especially as our GovConnect STP users are on a steep rise due to the 2019 deadline. Cheers.

  • Admin
    Jason Hollis
    Reply
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    Oct 1, 2019

    From Paul:
    Hi Jason.
    I use reckon hosted and I log in to the reckon portal to submit STP. The issue is with the reckon portal. The only reason I log in to the portal is to upload and submit STP. It is the logon process to the reckon portal that I am suggesting to change. If the portal allowed a particular view to be shown on login (such as the "my products" tab, which is more likely to be used by self hosted customers) then the process would save users a reasonable amount of time.

    Please let me know if you would like a more detailed response. Sorry if my first description was unclear.

    Thank you
    Paul

  • Admin
    Jason Hollis
    Reply
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    Oct 1, 2019

    Hi. Could you advise if this idea is for Reckon One or Reckon Hosted. This statement has confused me a little.. "It is also frustrating to be presented with advertising promoting the online version of the software when one has already paid a fair amount for 5 licences of the 'full' hosted edition." suggesting you are using Reckon Hosted. Please advise so we can assist.