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Search results: Basics (core)

Showing 10 of 169

Add separate attachment to emails

When emailing a transaction, can we add another attachment to the email.
about 6 years ago in Reckon One / Basics (core) 3 New idea

Receive money receipt

When a payment is received and processed, some users will want to issue a receipt document. This could be printed or emailed
over 6 years ago in Reckon One / Basics (core) 9 Implemented

Contacts - More than one contact email address

As a user I want the ability to enter multiple email addresses for a contact so that when i email then I dont need to manually enter additional email addresses
almost 8 years ago in Reckon One / Basics (core) 5 Implemented
12 MERGED

Enable bills to be uploaded and attached to a transaction

Merged
Rather than having to keep copies of bills paid elsewhere they would all be contained with Reckon and if there was a question about the bill, it would be able to be reviewed within Reckon. Ensures that all tax invoices for ATO compliance are held...
over 5 years ago in Reckon One / Basics (core) 1 Implemented

Allow Reckon One to send emails from my domain

This would help to reduce the rates of emails that go to Junk. I do this with Vbout, the Marketing Automation program that I use. I create DKIM, SPF and DMARC Policy records. These are then entered as TXT records in my cPanel and allow the system ...
about 4 years ago in Reckon One / Basics (core) 0 New idea

Additional customisation for email templates

It would be very beneficial if we could add other fields to email templates. ie the purchase order or reference number. As this is a data field, just like the name field this should not be difficult to do. You should also be able to add company lo...
about 5 years ago in Reckon One / Basics (core) 4 New idea

Thank you emails

As a Reckon One user, I would like the system to send an automated 'thank you' email to a customer when an invoice is paid. The text for the email could be user designed and utilise existing 'tag' functionality available for Reckon One emails. ...
almost 6 years ago in Reckon One / Basics (core) 0 New idea
4 MERGED

Bulk Statements

Merged
When creating statements, we currently have to create them one at a time to email them. Would be good if at end of month (or whenever) we could do this as a bulk action.
about 6 years ago in Reckon One / Basics (core) 0 New idea

Able to delete emails from email history

Being able to delete emails from the email history.
about 7 years ago in Reckon One / Basics (core) 0 Unlikely to be implemented
1 MERGED

Fix email issues where they go to a receivers SPAM

Merged
Fix the issue where invoices, statements and estimates are going straight to customers junk email folder.
over 2 years ago in Reckon One / Basics (core) / Invoices & Bills 1 Unlikely to be implemented