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Have the ability to add a Narration or Query to a Transaction
This would be used for querying another user on how a specific transaction needs to be coded.
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Allow Attachments to be selected for transactions
The most popular feature request for Reckon Account is the ability to attach files to transactions. While we wont touch the code to implement this change, perhaps we could add the functionality to Quick Coding to provide the functionality?
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Have the ability to Warn about Duplicate Journal Numbers
We should have a "Warn about duplicate journal numbers"option in Prefernces which would work in a similar way to "Warn about duplicate sales order numbers" or " Warn about tax invoice numbers".
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Taxable Payments Report requirement tick box on enter bills form.
It would be helpful to show whether suppliers have been added to Taxable Payment Annual Report from the enter bills window. If tick box is blank then a tick would send you to the supplier edit form. If it is already ticked, then a glance can confirm that they have been added and no need to check the supplier edit form.
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Filter and sort functions on 'Partner Management' lists
It would be helpful to be able to filter and sort records on partner management lists. In particular, a way to filter records by region would aid specific teams.
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CURRENT AVAILABILITY SEEN IN PURCHASE ORDER SCREEN UNDER QTY
It would be good if the icon for Current Availability was in the qty column in the create purchase orders screen (same as create Sales Orders screen) as at the moment I have to go into items list and right click on a item the left click to bring up the Current Availability screen, then go back to purchase orders.
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The ability to re-sort ALL Lists as a single menu option
The ability to re-sort ALL Lists as a single menu option
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Have the ability to get Barcode of an Item via SDK (and API for Hosted)
As a User, I want to get barcode of an Item from Reckon Accounts (Desktop and Hosted) via SDK/API to populate it in a third party application. For example, for Reckon Cloud POS, it'll be beneficial to get the barcode along with the items that are received so that users can start scanning them to sell in a Cash Register.…
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item search in adjust quantity on hand
we have hundreds of items and scrolling through to find one you want is such a pain, a find or search function with a pop up window showing new quantity etc would be great. Would also ensure you got correct item
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Simplify the Install & Upgrade Guide
Feedback from a User:: If a customer is to perform their own Reckon upgrade then the instructions need to be precise and concise. There appeared to be gaps in the instructions and incorrect descriptions used, plus at over 80 pages in length, is too hard to follow
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Gross payment flag for bill credit via API for Reckon Accounts Hosted
With the recent Reckon upgrade (2021 R2), we can send gross amounts for bills via API but this cannot be done for bill credits. It would be great if this can be done too just to avoid the rounding issues and also keep it consistent.
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Supplier Part# Displayed When Receipting Goods In
Currently only "our" part# and description is displayed, in most cases that is good enough, but when ordering many similar items it would be handy to have the supplier part# visible too
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Add a CLASS to an assembly build
At present, all assembly build COGS are "unclassified" in the Profit and Loss by Class Report. This is very inconvenient and as a result the report does not give accurate information. Surley this can be fixed.
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In desktop version, have estimates shown as used when an invoice is created from the estimate at 100
Estimates remain 'active' even when fully completed through invoicing. We do not want the estimates made inactive, but do want them to be shown as fully 'used' when creating an invoice for additional work beyond the original estimate.
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To switch between users without closing the company and re-opening
To switch between users without closing the company and re-opening