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Search results: Reckon One

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Automated email reminders for outstanding invoices

Reckon One should automate the process of chasing up outstanding invoices. Users can define when invoice reminders are sent (e.g. X days after issue), what text to include in the email reminder and whether to attach the original invoice. Automat...
almost 8 years ago in Reckon One / Invoices & Bills 1 Planning to do

Email a remittance advice

After I pay a supplier I would like to email them a remittance advice to show what I have paid.
over 7 years ago in Reckon One / Invoices & Bills 11 Implemented

Ability to Create Purchase Orders and then Convert to Bills to Pay

I have Clients that enjoy the product but need the facility to create purchase orders that are linked to projects and they can email to suppliers. Then they need the ability to convert these to bills to pay.
about 6 years ago in Reckon One / Invoices & Bills 2 Planning to do

Contacts - More than one contact email address

As a user I want the ability to enter multiple email addresses for a contact so that when i email then I dont need to manually enter additional email addresses
almost 8 years ago in Reckon One / Basics (core) 5 Implemented

Add separate attachment to emails

When emailing a transaction, can we add another attachment to the email.
about 6 years ago in Reckon One / Basics (core) 3 New idea

Receive money receipt

When a payment is received and processed, some users will want to issue a receipt document. This could be printed or emailed
over 6 years ago in Reckon One / Basics (core) 9 Implemented

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

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
13 MERGED

Ability to add a document when sending invoice by email

Merged
Where an authorisation or attached document needs to be sent-IE a purchase order needs to be attached to the invoice you are sending.
about 3 years ago in Reckon One / Invoices & Bills 0 New idea
12 MERGED

Enable bills to be uploaded and attached to a transaction

Merged
Rather than having to keep copies of bills paid elsewhere they would all be contained with Reckon and if there was a question about the bill, it would be able to be reviewed within Reckon. Ensures that all tax invoices for ATO compliance are held...
over 5 years ago in Reckon One / Basics (core) 1 Implemented