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Default Template - Super Contributions by Employee

The superannuation contributions (company and individual) the employer has made on behalf of the employee to super funds.
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Collections Report

Which customers are overdue, how much do they owe, and what are their contact details
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Net worth position

Create a default Template for a Net worth position Report/Chart
about 1 year ago in Reckon Insights / Visualisation 0 Implemented

Default Template - Cash flow forecast

Create a default Template for a Cash flow forecast report
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Statement of cash flows

Create a default Template for a Statement of cash flows report
about 1 year ago in Reckon Insights / Visualisation 0 Planning to do

Default Template - Balance Sheet Detail

Create default templates for a Balance Sheet Detail report (Cash & Accrual)
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Balance Sheet Summary

Create default templates for a Balance Sheet Summary report (both Cash & Accrual)
about 1 year ago in Reckon Insights / Visualisation 0 Planning to do

Memorise Template Selection

Memorise selection of all templates including payslip template etc. Edit Preferences Send Forms should be able to select a default template to use similar to default text.
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Re-organise Filter labels so that Book is always on top

With each Default Template, it would be good if the default filters were rearranged to have the Book Name filter at the top
almost 2 years ago in Reckon Insights / Visualisation 0 New idea
1 MERGED

Allocate default template to customers

Merged
Different estimation and invoice template needed for different clients. If clients in a template group could be set their default template it makes more reliable sending correctly for those clients requiring specific formats in templates
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea