Reckon One update ✨ Invoice and statement passwords!

Rav
Rav Administrator, Reckon Staff Posts: 16,575 Reckon Community Manager Community Manager

Reckon One has received an update today introduces optional new functionality around invoice security along with squishing an annoying bug on the timesheets screen. Check out the inclusions of today's update below.

🔑 Customer passwords for invoices & statements

You can now set a password for specific customers on invoices and statements! This is an optional feature that enhances security on invoices and ensures only the recipients who should have access to open and view the invoices you send are able to.

You'll find the new customer password settings within each customer profile. Setting a password is optional and is opt-in. You can choose to set a password for invoices, statements or both.

Once you've set a password for a customer, a prompt will appear when the recipient clicks the invoice link. They'll be required to enter the password before the invoice will load.

You can set, change or remove customer invoice and statement passwords at any time.

For full details on protecting your invoices and statements with a password, check out our help guide here - https://help.reckon.com/article/oph9w73fb9

🐛 Date filter and pagination on Timesheets screen

Enhancements to the Timesheets screen ensure that the date filter now displays accurate results, pagination functions correctly, and navigation directs you to the chosen page as expected.


✨ Are you using payroll with Reckon One? Don't miss Reckon Payroll's announcements!

If you're using payroll with Reckon One, don't miss out on receiving announcements about updates and other important news for Reckon Payroll!

Its really easy to stay updated on the Reckon Community, simply ensure you've added Reckon Payroll along with Reckon One under My Reckon Software in your Reckon Community profile and you'll automatically be notified as soon as new announcements are published!