Feedback on new invoice system

I have been using the new invoice system for a while, and I honestly hate it. It's making things so much harder than it used to be.

The date defaults to today's date, so when entering invoices for payments from a previous month, I have to enter the date each time. In the old system, it would default to the date you had entered for the invoice you had just entered.

Speaking of the date, I have to enter in a full year for it to register, instead of the last two digits. The drop down for the date also bugs me. The shortcuts are not the ones I need… I want to be able to type in the date, eg 18/12/25 and press tab for the next field, like the old one, it's faster for me when entering things. (I have spoken to support about this one and they didn't know it was happening… you can do this in the bills still)

with the customer, I used to be able to type the name, then press tab and it would stay in the field. The new system, I type in the name and have to click from the drop down for it, and it doesn't always stay!

There used to be a button at the top to enter payment and it would save the invoice and take you to the option to enter the payment. Now I have to save the invoice, then enter the payment, then save it again! This adds more steps and frustrates me.

These may be little things, but are making my life harder when entering invoices. I have given feedback before too… but was encouraged by the chat bot to post here too.

I used to love ReckonOne and part of it was how easy it was to do invoicing. Your new invoicing system is not making things easier…

Comments

Rav

Hi @melissagijsbers

I'm sorry to hear you're not a fan of the new invoice experience in Reckon One at the moment 😔

Thanks so much for sharing this feedback though, its good for us to hear where you'd like to see improvements. There are a couple of parts where I might need a bit more info but I'll try to clarify a couple of aspects below.

Before that though, from the sounds of it you use your tab key to move through fields regularly so I think potentially Reckon One's fast entry mode might help you out. You'll find Fast Entry by clicking the Settings option in the top right corner and toggling the option on. It won't solve everything you need at the current time but it should make tabbing through certain fields in the new invoice experience a little easier.

The date defaults to today's date, so when entering invoices for payments from a previous month, I have to enter the date each time. In the old system, it would default to the date you had entered for the invoice you had just entered.

I wasn't aware of that so that's a good pickup, unfortunately I don't have a test book with the old invoice experience in it but I've had a chat with our product dev team about this. We've raised a ticket to look at the behaviour where selecting Save & New defaults the date field to today's date rather than retaining the date of the previous invoice in the new invoice experience.

Speaking of the date, I have to enter in a full year for it to register, instead of the last two digits. The drop down for the date also bugs me. The shortcuts are not the ones I need… I want to be able to type in the date, eg 18/12/25 and press tab for the next field, like the old one, it's faster for me when entering things. (I have spoken to support about this one and they didn't know it was happening… you can do this in the bills still)

I see what you mean in regard to entering the full 4 digits of the year rather than just say '26' for 2026 for example. The team have also raised a ticket for this and will investigate improvements we can make here.

with the customer, I used to be able to type the name, then press tab and it would stay in the field. The new system, I type in the name and have to click from the drop down for it, and it doesn't always stay!

In regard to the above, I might need a little more info on this. In the old invoice experience, after clicking tab you've mentioned it would stay in the field. To clarify, was this in the process of creating a new customer or selecting an existing customer?

In the old invoice experience, after typing in the full customer name and clicking tab it would proceed to the next field. However if a partial customer name is typed in, or it doesn't exist and then you press tab, it would bring up a window to create a new customer. This doesn't happen in the new invoice experience.

Would you prefer if; after typing in an existing customer name then pressing tab it highlights the customer in the dropdown for immediate selection?

There used to be a button at the top to enter payment and it would save the invoice and take you to the option to enter the payment. Now I have to save the invoice, then enter the payment, then save it again! This adds more steps and frustrates me.

Great feedback here. Just to clarify, are you creating an invoice and then immediately applying a payment to it on a regular basis? ie. do you usually create invoices after a payment comes in, or do you usually create invoices first then apply payment later on and in the odd instance, do so after a payment comes in first?

Sorry for the long post, hopefully all of the above makes sense but let me know if you have any questions.

melissagijsbers

With the customer, it was using an existing customer. Even with creating a new customer, I used to be able to type in the start of a name, then a pop up would come so I could enter details. This still works on the bills… I didn't have to type in a full name as it would identify a contact from a few letters.

I had no idea of the fast enter option, I will try that.

I have spoken to support about the date .

Most of these things are still working on the bills as one of the things I used to really like was the invoices and bills were the same… so if you want to check the functions on a bill, that may show you what I mean.

I am really not impressed with the new experience at all. I am neurodivergent, and change is hard, so I have really tried to like it… but it's not working very well and I get quite frustrated with it.

Rav

Hey @melissagijsbers

Just wanted to give you a little update, I sent through your feedback to our product team and they've been working on a few things.

We've just pushed out a new update to Reckon One (info here), while it doesn't solve everything you've raised yet (more on that to come) it does include an enhancement for what you've highlighted around using tab to select an entry when inputting data when creating an invoice.

Specifically you can now use the tab key to select matching entries in key dropdown fields when creating an invoice to make your data entry much quicker and more streamlined.

For example, in the Customer or Item field start typing the name of your customer or item, when the entry matches simply press tab and your customer or item will be selected!

If multiple entries appear based on what you're typing, you can simply arrow up or down on your keyboard then press tab to select that customer.

This works on all fields with a dropdown list of options on the invoice creation screen.

We've got another couple of tickets open to work on some of the other aspects you've raised around retaining the previous invoice date and accepting 2 digits for the year when entering a date. I'll come back to you on those once I have an update from our devs.

Lastly, thank you for your feedback, its great to hear areas that we can improve on directly from users of the software like yourself and hopefully this first improvement helps out your workflow.

Let me know if you have any questions.

Rav

Hey @melissagijsbers

Just another quick update - I'd highly recommend adding your vote in our new poll which is looking to get an understanding of what our Reckon One users would like with the date field when creating multiple invoices in one go.

Check out the poll and add your vote here - Vote in our poll - What default date should apply when creating consecutive transactions?

Rav

Just wanted to add one last update. We've made a couple more changes following the last update which should now fully address the concerns you raised in your feedback 🎉🙌

When creating consecutive new invoices, Reckon One will now retain the date of the previous invoice on the new invoice you're creating. More info in our release announcement here - Reckon One update! ✨ Invoice date field improvements & more!

Secondly, the invoice date field in Reckon One now supports inputting 2 digits for the year, for example entering 26 for 2026. Reckon One will then automatically convert that to the full 4 digits. Info on that in our release notes here.

Hopefully the latest changes help with your workflow and thanks again for providing your feedback 🙂

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