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Search results: Reckon Accounts Business

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When raising and invoice, then click to email it, a message should pop up to say there is a credit available before proceeding to email.

This is existing when saving an invoice or printing an invoice but not when emailing an invoice.
about 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Automate reminder email to Customer for Overdue Invoices

Id like see a function in Reckon whereby when an invoice passes a certain "overdue " period (past its DUE date) that Reckon would automatically send a reminder email to the customer advising them that there invoice is now overdue. As some users ma...
about 2 years ago in Reckon Accounts Business / Hosted only 0 New idea

Provide a way to text invoices to customers via SMS

Instead of prinitng or emailing invoices or quotes. Can we send this via a simple click vi SMS to there stored customer mobile number?
over 2 years ago in Reckon Accounts Business / Hosted only 1 Planning to do

Have the Option to Auto Remove Overdue Stamp

Currently any invoices with terms that are over 7 days will automatically come up with an Overdue Stamp if invoice is not emailed the same day as it is created. I rang Reckon help about this issue and was given instructions to make the due date 36...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 5 Already exists

Turn on "To be emailed" option for invoices only (not sales orders)

At present when the "Automatically check To be emailed" preference is selected it will turn this on for Sales Orders and Invoices. It would be useful to be able to select the preference just for invoices as we do not want to automatically send sal...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

form design multiple Font variants

In text boxes on design forms, I would like to be able to specify font attributes differently for each line rather than the whole box. That way I can have the company name in bold the abn very small and email in underscore blue without needing to ...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Smtp Setup page to use own email

By option to use own email by having area to use reckon mail server or own send mail setup will alleviate issues with spam, missed emails and allow better tracking of emails.
over 2 years ago in Reckon Accounts Business / Hosted only 5 New idea

Ability to email customers credit notes receive payments screen

If a customer overpays an invoice, and they want to leave it on their account as a credit, I would like to be able to email them a copy of that credit note from the receive payments screen as at the moment you can only print it.
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Display 2 decimal places on invoices/statements

Our invoices show a rate which display 5 decimal places - this is the GST exclusive figure. The GST inclusive figure is $17 which is the rate we advertise at. It's fine to have the GST exclusive figure visible, of course. but to reduce confusion b...
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

drag and drop adding image to an invoice

In signage/print/and other industries, the job is unique and an image is helpful to the description. A small image within the body of the invoice or quotation would be a nice enhancement if it could be a simple drag and drop kind of deal. Only req...
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea