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duplicating invoice line items for speedier bulk data entry
Hi, It'd be ready useful to be able to duplicate an invoice line item. This way, we only have to change the fields on the duplicate line, where data is different, rather than having to complete an entire new line, which is effectively a duplicate of the previous one, with minor changes. (one or two fields). Just trying to…
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Audit trail button on Create Invoices screen
It would be helpful if the Create Invoices screen included an Audit Trail button that showed all the changes and amendments made to the invoice. Currently, the only way to view changes to an invoice is to run a custom Audit Trail report which is quite time consuming.
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Easy report of sales of item by customer
I would like to have a change to the Sales by item report so that when you select an item from the report it shows which customers have purchased the item and the number purchased in the selected period. Currently there is only a long winded approach where you have to go to Advisor and select transaction reports and then…
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Supplier Credit Refunds
Reckon Accounts Desktop and Online Can you setup the Supplier Credit Refunds, the same as a Customer Credit Refund? The only way possible is to delete the entered Supplier Credit and enter a Journal for the Refund when received.
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Creditor Invoice Numbers to appear on the Make Payment area of Reckon One
Hi can we please get the "make a payment" to a creditor to show the creditors invoice/reference numbers rather than the bill number? the bill number is pretty useless to me & when I have a bunch of creditors to pay with a long list of transactions its a pain in the butt also the same goes when applying credits to bills it…
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Adjustment Notes to show on remittance advice
Hi Is it possible for adjustment notes taken in a payment to show on the remittance advice that is sent to the supplier? It will avoid confusion
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Importing Supplier Invoices like MYOB and other packages
Sorry if this has been requested before…. It would be amazing if we could also save PDF Invoices and Receipts and they are automated to pick up the Supplier name, date, Invoice number and po please the amount allowing us to select the chat of account to code it to. It is an amazing feature and a number of my clients…
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Fix Cheque Numbering! Remove it.
In the last year or so, automatic cheque numbering has started for payments made in the account register. So frustrating having to delete these for every transaction. An error created by the software development team. It cannot be turned off. We don't need cheque numbers any more as almost everything is paid…
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Reckon Hosted Dual Monitor: Additional feature requests
1- I want that in single user Hosted license, I can see the item list on one monitor and Purchase order on the other monitor, so that we can view both at the same time on different screen while maintaining full visibility (not making their windows small). 2- Can I look at the item list and then drag and drop to the 'Create…
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Allow an opening Gross balance of earnings to be added for WHM
When employing someone on a WHM visa they pay a flat rate of 15% tax for the first $45,000, then 30% between $45,001 to $135,000 etc. PR currently calculates their tax based on their gross earnings with us, their current employer. It doesn't take into account any earnings with previous employers and so the employee can…
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Memorised Reports in Reckon One
There are numerous times when it is neccessary to customise a report. It would be greeat to be able to save the settings of the cutomised report for re use, just like memorised reports in Reckon Accounts. Most of the competitor products have this feature.
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Allow the number of weeks to tax over to be entered for each employee in a pay run
Add the ability to enter the pay period (or number of weeks) to tax over for Labour Hire employees and calculate the tax due at the rate showing in the employee set up over the number of weeks entered. Currently, if the employee is classified as a casual, the period (of the pay) can be entered and then the pay is taxed…
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Reckon Payroll - Custom Reports Feature Request
Hi guys, It would be very handy to be able to save custom reports for future use. For example, we always edit the Payroll Detail report by removing the Customer / Project / Classification tick box option but there seems to be no way of saving these preferences for next time. Regards, Mark
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Customer address on invoice
customer address is a tax requirement and already captured in the customer record, it makes sense that this would be standard on an invoice or at least an option to add on without making a third address field through custom fields. This is enough for me to consider moving platforms
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INVOICE SEARCH BAR
When I add a new custom field to my invoices such as REG. NUMBER to be able to add this to the search bar in invoices. Also to be able to set the tax default to tax included when entering a bill.