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Search results: Reckon Accounts Business

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Customer linked call report system (CRM)

A CRM system that allows you to add information to existing accounts by way of a customer call report by a sales representative to a customer. It must include the ability to add another customers details who may not have an account. This must also...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

HTML for invoice etc templates

Please add HTML coding for invoice etc templates. This would allow for payment direct links, "more information", or external graphics (to name a few) to be added to templates. I imagine there would be a HTML box which can be added to layout design...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea
2 MERGED

The ability to include the company logo within the body of the email that accompanies an invoice (when the invoice is being emailed)

Merged
It is important that the company sending the invoice looks professional. At the moment there is no ability to have the company logo within the body of the email when an invoice is emailed.
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 Implemented

Maintain Supplier Card Default Information

Another program I have used has basic supplier information as default, eg the expense account for a supplier might normally be for job materials, and on the odd occasion the expense might be for MV repairs or whatever. So when I enter the "MV Repa...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Emailing Customers with overdue balances

It would be great if there was a simple way to email customers to let them know which invoices were overdue. Currently we can pull up a report with overdue balance and contact details, but it would be better if we can email customers with their in...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 3 Already exists

Allow coloured text when sending emails such as invoices from Reckon Accounts Desktop

No description provided
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 7 Implemented

Raise credit request

The ability to raise, email and track a credit request against a bill when a supplier has overcharged us. Places less reliance on one administrator being able to follow suppliers up manually.
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add DKIM sender authenticatin to Amazon SES

Sender authentication is critical for accounting related communications. There have been multiple instances of fraud impersonating Reckon account domains and emails. Adding DKIM will allow for improved sender authentication from the Amazon SES ser...
almost 4 years ago in Reckon Accounts Business / Hosted only 0 Implemented
32 MERGED

Have different email addresses for accounts and sales staff e.g. statments go to accounts only , invoices go to purchasing and accounts

Merged
We have a lot of customers where purchasing staff are not interested to see a statement, it is not a good idea to annoy/spam clients so a seperated statement recipient option would be great for each customer.
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 4 Future consideration
3 MERGED

Confirmation that email has been sent

Merged
Being able to see whether an email has sent when sending Purchase orders or invoices from reckon accounts online would be very useful. It would benefit us as we would be able to see if a purchase order/invoice has been delivered to the supplier/cu...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 Implemented