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we have our account person in charge of all suppliers and customers' invoices, it is hard for her not having access to online banking centre to create ABA file, however, currently with all the other areas set to No Access and only the "Sensitive Accounting Activities" set to Selective Access, the Online Banking Centre…
Rather than having to open each estimate and select the make inactive check box, allow us to select which estimates to make inacitve from the estimates list by simply un ticking. Also, being able to make inactive by date would be excellent ie - estimates expire 30days after creation.
We use miscellaneous sales/cash sales a lot in our business and it would be helpful when making deposits if we could see the memo field (from the invoice or sales receipt) on the "Payment to Deposit" list - we use this memo for the customer name, if known. There are times when we are depositing a payment from an incorrect…
I believe having the Ctrl+S shortcut for saving reports would be a valuable enhancement. It used to work in a new tab with Chrome, but no longer does. Using the mouse to download it is a much longer process IMO
Is it possible to have items on the To Do List repeating weekly or monthly etc. These are not financial transactions.
Let us upload or format our own status stamps (PAID, OVERDUE etc). They are currently very grainy and not professional-looking at all!
Make the search function in customer centre like the one in the items list. Nobody uses the one in the customer list because it searches "all common fields" and takes forever. Alternatively, change the default to "Name Fields", which is lightning fast.
Could Reckon Accounts Desktop please use the standard Windows file picker rather than the one that it uses? This looks different from the standard one in other programs (I'm using Windows 11). Advantages include: More intuitive - same look and feel as the file picker in other programs Support more features, e.g. favourite…
The standard location for ABA and STP files should be as a subfolder of the datafile location. Reckon manages to find this when creating the folder for template icons. The current location is a hidden folder C:\ProgramData in a subfolder buried somewhere below Dante's 9th circle of hell. Everytime I do an upgrade, clients…
The installation guide for the latest Reckon Accounts Desktop says that Internet Explorer is required. Given that Internet Explorer is old and deprecated, could the software be updated so that Internet Explorer is not required? By all means, if you want to continue supporting internet Explorer, that's fine, so maybe you…