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Default Template - Income by Customer Summary

No description provided
about 1 year ago in Reckon Insights / Visualisation 0 Implemented

Default Template - P&L by Class

Add a Profit & Loss by Class to the default templates. This report will be the same as the Profit & Loss but will have a Class column, showing the P&L for each class, anything without a Class assigned will be under an 'unassigned' column
about 1 year ago in Reckon Insights / Visualisation 0 New idea

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
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