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cash flow forecasting
I have had a few clients ask if we have cash flow forecasting. It is a feature that they love in Xero. Is this something that could be developed on the roadmap? Thanks
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Invoice/Statement customisation
Hi. I have just migrated from Reckon Hosted to Reckon One and am disappointed that the customisation features are unavailable in Reckon One. In Reckon One you are very restricted and cannot customise the layout at all. The final view is also not centred. Admin edit: Adding context from comments In Reckon One it appears…
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Classifications in payroll summary report in Reckon One
It would be great to add Classifications as a filter (column) in the Payroll Summary report. Each month I have to do a report for the full payroll for all employees which includes 4 different states. Once extracted to Excel or CSV, I then have to manually sort to each state. By having classifications as an optional column,…
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Automatically email purchase orders
It would be great to be able to select to add all orders the send forms list as we can with invoices to customers
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A clearer indicator of the Upload Source in the Bank Transactions page
In the Banking section, currently the Bank Transactions tab shows the Upload Source in a way that does not make it clearly obvious that it is clickable or that clicking it would change the source for what is being displayed. Whilst there is a subtle background highlight, perhaps it is too subtle. 1: Original current…
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Bulk send invoices
I would like the option to select multiple invoices and then bulk send them. Sometimes i create invoices in advance so be sent out at a later date, and also have used Zapier to create invoices in bulk for me. However currently to send these i have to open each individual invoice and hit send which is very slow. It would be…
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Merged: Super batch total
This discussion has been merged.
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Employee List Report - additional optional columns
We frequently need an employee report that includes all of the employee's personal information. Currently, we have to run, export and then combine both the 'Employee List' report and 'Employee List - Payroll' report to export all of their individual information. Having the additional columns of Postal Address (it only has…
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Individually Employee - generate multiple payslips
I love the new feature of being able to now generate multiple PDF pay slips from a pay run together and being able to see the individual pay slips under an individual employee's card. However, I would love to see an option that would allow us to generate this kind of mass PDF pay slip report but for an individual employee…
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Split payment received to more than one customer.
I often receive money from one source that is payment for invoices to more than one Customer. At the moment I have to process the transaction through either a Bank Clearing Account or by creating Customer Adjustment Notes, both of which are time consuming. Please build the ability to apply the one payment to multiple…
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Merged: Profit&Loss with monthly columns and total on far right
This discussion has been merged.
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Upload Supporting Documents Under "Enter Bills"
It would be nice to be able to upload Supporting Documents i.e. Invoices or supporting documents in PDF format, so that the user could bring up details at a future date. As a great deal of invoices are sent by electronic medium these days, it would be usefull to file these with the Invoice entry to Reckon.
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Remove inactive items in price level and stocktake sheets
It is great that there is an inactive item check box so these items no longer show in product searches, but why then do inactive items still show up in price level lists and stocktake sheets? There needs to be a check box so these can be removed when creating price level lists or printing off a stocktake sheet.
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Enter Bill Against Inventory - ability to choose multiple Item Receipts
Currently can only choose one Item Receipt when using this button Often the bill is for a number of Item Receipts so have to enter the same Bill multiple times When we press Receive Inventory, we have the ability to choose multiple POs - can we have something similar for Enter Bills Against Inventory?
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Multiple Price level lists per account
It would be good to be able to tag more than 1 price level list to a customer's account. At present you are only able to tag 1 price level list and this is very restrictive when you have multiple ranges of price level lists at different price levels.