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Confirmation of emails/invoices ie; recieved/viewed columns to track invoicing and email transactions

Useful for tracking emailed invoices/customer statements so we can see if the email has been received and viewed. would help with chasing up accounts outstanding.
about 6 years ago in Reckon One / Invoices & Bills 1 New idea

Customer Statements Efficiency / Batch creation

Make the process of creating customer statements more efficient. Right now its time consuming if you have lots to do. Tick them one at a time, then create statements, then go into each customer one at a time and click email. It's a long winded pro...
over 6 years ago in Reckon One / Invoices & Bills 1 New idea

Function to attach a PDF / image to a bill entry so I don't have to print out an emailed bill.

Other accounting systems currently have the function of being able to attach a pdf of a bill to the computer entry so that bills don't have to be printed out when they are received by email. I keep waiting for Reckon Accounts Premier Edition to ad...
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea
17 MERGED

Provision for "stamping and dating' an emailed invoice as "emailed on ...date"

Merged
You have invoices marked as "paid" when they have been paid. I would like to see this where it is shows that an invoice has been emailed, the date it was emailed, perhaps even emailed to.
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to add database fields to subject line of email

I have customer who wants the site, invoice # and PO# in the subject line of the invoice email
about 4 years ago in Reckon Accounts Business / Desktop & Hosted 4 Implemented

At the bottom of create invoices add a 'save' button not a save and close or save & new.

When two or more people are writting invoices you steal each others invoice numbers. Who ever saves first gets the number the other has to adjust everything that has the invoice number added to it eg; emails, job lists and paperwork. You dont know...
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 1 In development

Ability to select a default Template for emailing Remittance Advices

Ability to select a default Template for emailing Remittance Advices
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 0 Implemented

Add Two Factor / Multi-factor Authentication

User authentication a code being sent by either Email or Text. If not already implemented.
over 5 years ago in Reckon Customer Portal 12 Implemented

At least 4+ available email address fields for each customer

I export from reckon the email addresses for company emails and 2 is just not enough
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

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