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Reckon Customer Portal

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make it easier to cancel your subscription.

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over 1 year ago in Reckon Customer Portal 2 New idea

Email account invoices rather than posting

It is extremely frustrating that you are able to send an email saying that you have taken a payment from our account and our subscription has been renewed, but you still use post to send the actual invoice out. Either include the invoice number on...
over 2 years ago in Reckon Customer Portal 0 New idea

Be able to have the search function in all areas of the Portal

If you could have the search function in Bankdata, STP even partners client lists it would make it so much faster to find your client especially if you have a few.
almost 3 years ago in Reckon Customer Portal 0 New idea

Single page in Reckon One Portal area rather than separate 'shared' page

Merge the Reckon One 'Subscriptions' and 'Shared with me' pages so a user can see all available books in a single area. A 'shared' book could have an arrow symbol indicator on it instead. This would avoid users assuming they could not see a shared...
almost 4 years ago in Reckon Customer Portal 0 New idea

option to email Reckon invoices

Could you add an option to have Reckon email its customers their monthly invoices. Notification for Reckon's price increases too. Thanks
about 4 years ago in Reckon Customer Portal 0 New idea

PAYPAL OPTION FOR PAYMENTS FOR RECKON CUSTOMERS

I PREFER PAYPAL THANKS
over 4 years ago in Reckon Customer Portal 0 New idea

Allow me to select my correct address

It will only allow to select from drop menu, does not allow my correct address.
over 4 years ago in Reckon Customer Portal 0 New idea

Allow users to specify the default view shown on Portal login

This is similar to the idea posted here: https://ideas.reckon.com/ideas/RKN1-I-499 Users should be able to specify the default view that is loaded upon login. This should include the view, and the default company loaded. This would alleviate a num...
over 4 years ago in Reckon Customer Portal 4 New idea

Allow the user to set the default view once logged in

Users should be able to adjust their profile so that on logging in, they are taken to a default view. For your paying Reckon Desktop users, this feature would prevent them having to click through multiple windows trying to sell them additional p...
over 4 years ago in Reckon Customer Portal 0 New idea

Company Names on Account Invoices

It would be very handy for Reckon One (or other Reckon product) account holders with more than one company attached to have the company name appear on monthly invoices, instead of just the invoice number and customer ID.
about 5 years ago in Reckon Customer Portal 1 New idea