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Reckon Accounts hosted - reports exported to Excel need Text formats amended
I have been asked to submit the issue that I am having with the reports exported to Excel after seeking advice through Community. Attached is the issue I am having and this is the response from RAV: After speaking with the product team about this, there are some fairly technical aspects to this. With the updated…
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Expand date range to include weekly, fortnightly and customised date range.
Current date range options miss key periods relevant to payroll reporting. Need to have the ability to select date range aligned with payroll dates (eg. weekly, fortnightly, customised dates).
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Audit Trail on changes made to Suppliers
Our external auditor has highlighted this issue each year as a potential fraud risk. To minimise this risk we have had to engage an external consultant to undertake checks. Have an audit trail that shows changes made to masterfile data would be less time consuming and more cost effective for our school. Most other similar…
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Ability to Sort/Filter/Modify 'Adjust Inventory on Hand' Activity
Ability to Sort/Filter/Modify Adjust Inventory on Hand Activity
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8 weekly recurring invoices
Save many hours of manual entry.
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Stapled super fund information available from within Reckon payroll
In regards to the ATOs stapled super fund mandate, it would be great as a business owner if I could return the employees stapled fund from within the payroll application. Ref: https://www.ato.gov.au/Business/Super-for-employers/Stapled-super-funds/
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Item Groups to have more than 30 Lines
Item Groups to have more than 30 Lines (currently if we are quoting a job that requires over 30 parts, we need to make Pack A and Pack B in order to fill the quote with the required components.
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The ability to print the Stocktake Worksheet excluding zero balances.
The ability to print the Stocktake Worksheet excluding zero balances.
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Ability to export Memorised Transactions
Ability to export Memorised Transactions to a new data file
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Allow EXP tax code to be added to a Foreign Customer
When a Customer is set to a Foreign Currency, the Tax Rego ID and Tax Code fields are greyed out. However, when selling to a foreign customer the required Tax Code is EXP. Will save users a lot of time in invoice preparation if the preferred tax code populates to the invoice.
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Have the search bar under Memorised Transaction List to find an entry
We currently have the 'search bar' in the Item list. It'll be very handy if we could have this on the Memorised Transaction List too in case you have a massive list.
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Larger reference field for credit card charge
Larger reference field for credit card charge
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Ability to Sort/Filter/Modify Stock Take Worksheets
Ability to Sort/Filter/Modify Stock Take Worksheets
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Accept mobile number during sign up
Off the back of a R1 customer onboarding review, there are a couple of action we'd like your help with. when a prospect signs up with SSO I dont believe we're able to retrieve their mobile number. Are we able to prompt this as a 2nd step in the process? Also for users that sign up without SSO, can we set up a a mobile…
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ability to add a unit number to your company address.
ability to add a unit number to your company address.