unpaid and overdue invoice - Automated email reminders to customers

Bella Mein

Hi there Reckon - i know this has been a discussion thread over and over for a long time now - just wondering if Reckon has any upcoming plans to introduce an automated "overdue invoice" email function soon? Most other accounting software have something like this and i hear from my North American business contacts that Quickbooks has now introduced some automatized overdue invoice functions there .

Can anyone at Reckon provide any update on when this type of essential function will be provide by Reckon for the Australian and New Zealand market? Or should we just look to move our Accounting over to Myob or Xero?

Look forward to hearing some good new - hopefully

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Bella Mein

Thanks Zappy - if collecting overdue AR isnt essential - im not sure what is. . Seems the parent company QuickBooks feels like it is as well . Hopefully Reckon isnt far behind

Bruce

@Bella Mein QuickBooks is not the parent of Reckon - they separated sometime ago.

FWIW I am not a fan of automated statements or follow ups. Rationale being that I want to make a case by case decision as to whether these should be issued. None of my clients have '000s of invoices and we want the person who manages the client relationship to take an active involvement in this essential issue.

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Rav

Hi @Bella Mein

Hosted has the 'overdue' stamp functionality but just to clarify, do you mean a function where the software will automatically send the overdue invoice to the respective customer again?

Bella Mein

thanks Rav - yes looking for some functionality that will auto send an email invoice to a customer who is overdue. There are obviously some reckon customers who prefer not to use technology to improve efficiency - but it could be opt in /out. Would love to see a function like this available for those who strive for efficiency .

Rav

I'd recommend that you add this on our Ideas Portal which I'll link below. Our devs look at feature requests which are voted popular/most wanted by the user base themselves on the Product Ideas portal to see what can be worked on (where feasible).

I'd strongly suggest adding as much detail in terms of what you'd like this feature to do/look like which you've somewhat done here already but the more info the better 🙂

https://ideas.reckon.com/

Bella Mein

thanks Rav - will do - While QuickBooks aren't officially connected to Reckon these days - do they share ideas? I know that Quickbooks have moved to include this functionality for their users which is fantastic!

I'll submit to the ideas portal -

Zippy , Bruce - you guys in ?? 😉

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Bella Mein

sorry about that - she looks lovely - my cats name is Gizzy - so we have something in common. Both our cats have Z in their name.

Hope you vote for my enhancement even if its not something that you might use.

Cheers

Rav

@Bella Mein We're completely and wholly on our own and separate from Quickbooks.

Once you lodged the request post the link to it here so fellow members of the Community can add their vote/comment to it.

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Acctd4

@Bella Mein Any feature that can be optionally enabled/disabled is always a good thing to allow those like yourself to have a relevant task automated. As Rav said, post the link back here once your Idea submission’s been logged & I’m happy to vote for it 😊

To provide a bit of context, Reckon originally had the licence from Intuit to distribute “QuickBooks” here in Australia. When the licence period ended, Intuit had decided they wanted to promote themselves in the Australian accounting space & therefore wanted their name back (pretty rude IMO considering they wouldn’t have even had a market in Australia if it wasn’t for Reckon! 😡)

Agreement was reached between Reckon & Intuit that whilst Reckon could no longer continue using the trademark name “QuickBooks” (hence the name change to “Reckon Accounts”) they would have licence to continue using the program’s base coding for the next 100 years.

Whilst this was great news, unfortunately there are some limitations to exactly what features Reckon are able to technically alter due to the base coding being ‘fixed’ (or ‘uneditable’ in layman’s terms)

Where possible - & most commonly requested - Reckon are always keen to develop & expand the program features, but there are some things that can’t be changed 😬

Hopefully, your suggestion is something that can be considered 🤞🏻☺️

Omar_ReckonLtd

Hi @Bella Mein if you are using the Reckon Accounts Hosted, the mobile app Cosmic Invoice by @cosmic may be useful for you also https://cosmicinnovations.com/cosmic-mobile-invoice-app-add-on-for-reckon-hosted-accounts/

Perhaps check with Chandra @cosmic to see if that mobile invoice app has any existing 'automation' functionality like you are looking for or may be added or developed for you.

cosmic

Thanks Data Recovery Team

Cosmic Mobile app is free to use , we can easily implement the reminder feature , if you are very keen, then you need to discuss with me

CHANDRA

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cosmic

Why how many clients you got 20

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