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Reckon Customer Portal

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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

Would like to be able to choose to hide or delete inactive books

I setup a book for a client and then realised I had messed up the selections for chart of accounts etc - so I made this book inactive and setup another one... but now I would really like to Hide the inactive book so my client doesnt see it and get...
over 5 years ago in Reckon Customer Portal 3 Implemented

Improve sign out process to avoid confusion

When 'Return to Portal' is used, then 'Sign Out' the 'Sign In' screen is shown but the browser still has a second window open which has active files showing and which can be opened. When is the data secure if I have signed out but someone else can...
about 5 years ago in Reckon Customer Portal 2 Implemented

Link to change password from my Reckon Portal profile

At present the only place to change your password is at the login screen. As users will often go to their profile to change a password, there should be a link in this section. Forgot password at login should also include text to change a password.
over 5 years ago in Reckon Customer Portal 0 Implemented

Provide a voucher for the free trial without asking for credit card details.

I am asked to trial three accounting systems and then recommend the best fit to my employer. Reckon was my favourite until it wouldn't let me do the trial without putting in my credit card. Once chosen my employer would have put in his credit card.
about 4 years ago in Reckon Customer Portal 1 Implemented

Hide 'deactivated' books option

To help keep the R1 Portal dashboard / client list tidy, users should be able to hid deactivated books. This is also a parity feature with the old R1 provisioning page.
about 7 years ago in Reckon Customer Portal 0 Implemented

Simple online deactivation

The entire Reckon system is online. It is plain stupid to require a phone call to deactivate a book subscription. The subscription deactivation process should also be online only.
about 5 years ago in Reckon Customer Portal 0 Implemented

Allow users to deactivate their subscription immediately from website

Forcing users to make a phone call is inconvenient and time-consuming and goes against contemporary user experience. It requires that I do so duing Reckon business hours
about 5 years ago in Reckon Customer Portal 0 Implemented

Visual Cue for Shared Subscription

Currently customers with no subscriptions and only shared books receive a once of notification to state that a subscription has been shared with them. As a customer i would like to visually see that a subscription has been shared with me to be abl...
over 6 years ago in Reckon Customer Portal 0 Implemented

2 Factor Authentication

Implement a multi factor authentication on login for the portal. Must be optional, so switch on/off at portal user level.
almost 8 years ago in Reckon Customer Portal 0 Implemented