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@Rav it is great that we can have all these extra things as recurring, but it would be great to have a few more recurring frequencies to select from, yearly being the most pertinent one. A custom option would be useful for the following use cases: * A supplier bills bi monthly. * I have a fortnightly payment option on a…
Have Stripe transactions connect like bank transactions do, without having to pay additional fees or connect stripe payments.
In relation to the new product, Stripe, it seems we still have to bear the cost of the card fee. We currently are with a system where those fees are automatically added to what the customer pays. We would not consider changing unless Reckon offers the same. To have the receipts apply to our customer accounts is not…
This discussion has been merged.
One feature of Reckon Accounts that is very much needed in Reckon One for long time users and bookkeepers/accountants to move over to the new platform - is an audit trail similar to that which we are used to please! This trail needs to show (like it does now)… Original details of any transaction All changes to any…
I appreciate there is an intention to provide users more design options in templates; however there is a small matter that could be tidied up quite quickly… If you select a font size other than small, the legend "Total (excluding gst)" is folded onto a second line. This is quite unprofessional looking! It would be simple…
It is common with Inventory to be able to create assembly items - (an inventory item consisting of 2 or more other inventory items). In desktop accounts, you could use inventory adjustment to adjust inventory quantities AND value at the same time. This allowed you to ensure the assembly value was equal to the sum of the…
In Reckon Accounts Desktop and Hosted, you can save a backup copy and restore it if something goes wrong. This makes it easy to go back to a point where everything was working fine. Reckon One doesn’t have anything like this at the moment. Having a way to save backups or create restore points would be really useful,…
In Reckon Accounts, Price Levels let you assign different selling prices to inventory (and other item types) without changing the item's standard sales price. For example, if an inventory item has a standard selling price of $100, you can create price levels such as: Retail: $100 Wholesale: $85 (15% discount) VIP Customer:…
Need a simple way to enter individual customer details on an invoice when selling to one off customers. In Desktop accounts, you could edit the "Invoice to" and "Deliver to" details on the invoice creation screen for any given account (e.g. "Cash Sales" Acct). The details were recorded on the invoice record so were…