Stop Credit flag for customers in Reckon

  • 1
  • Idea
  • Updated 4 years ago
How do i lock a customer profile/account so no further invoice can take place.  i.e.  "Stop Credit".
Is there a flag i can trigger in Reckon so this is visible and enforceable. ?
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Peter Tisdall

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Posted 4 years ago

  • 1
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John Graetz

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Hi Peter.  As you have probably found, whilst you can nominate a credit limit, which will produce a warning if the limit is going to be exceeded, there does not seem to be anything to stop that being overridden.  I can give you a couple of other suggestions:
1.  Make the customer inactive.  Then nobody can readily find the customer
2.  Change the address to something like *****NO FURTHER CREDIT****.  Put that on a couple lines of the address field and then that ought to make your wishes stand out.

John L G
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Peter Tisdall

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Shame or is again a matter of butchering the system to pretend we have an STOP Credit flag. Shame. Reckon team are you listening ?
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Rav, Community Manager

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Hi Peter,

We're definitely listening! :)

I've switched this post to the "Idea" category as I can definitely recognise that this would be a very handy bit of functionality. 

It's not something that is currently available in the sense that you've raised, however I'm more than happy to feed this back to our Development team for consideration.

Cheers,
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Andrew

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Welcome Rav... Nice to see a new Official Rep around these parts. Feel feel to tackle my questions that often get ignored ;)

Anyhow, related to your response, do you care to share a bit of light on HOW the Development team works out what should be included and what shouldn't from all the feedback ideas put forward?

Thanks
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John Graetz

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Nice one Andrew.  A totally reasonable question.  I will await the response with great interest, but will not be holding my breath - well not yet anyhow :)  John L G
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John Graetz

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Hi Peter.  For once I might be defending Reckon.  The option for a Credit Limit is only to provide a warning as per help.  It does not purport to place a STOP on future orders.  Obviously that is something that you want, and perhaps others/many others as well. Perhaps, as you hope, Reckon might see this post and consider it for a future update.  Ideally this is something that you should specifically put in a formal request to them.  Unfortunately my experience over MANY years, in putting forward requests and suggestions is a very negative one as NOT ONCE have I ever received a response from them.  I just don't know if they ever reach their destination or people at the other end has so little people skills that they determine never to respond to anybody.  One of these days, perhaps the culture will change.

In this particular instance of yours, many people putting forward the same request could bring about a change.  We can only live in hope.  John L G
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Tim Spillman

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After 20 years I have jumped ship to Quickbooks online, I didn't want to use an online platform, but the reasons are simple, Intuit add, improve and have a public feature request system that is based on demand. Cross Product integration is simple and Reckons track record in regards to development and software support simply doesn't cut it.
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Andrew

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I do have to agree Tim! I'm on the monthly email list for 'new' features for QBO and I have to say, I'm impressed with the updates they release! Having played with all the vendors cloud products, I learn towards QBO for features vs price, the mobile app is amazing compared to say Reckon One mobile app.

Adding features based on user demand is the way to go, that's for sure! Unlike the Reckon way, which I'm not sure how they work out what to add! I won't drag up the issue that is customised invoices, 2 years and counting waiting for that to arrive!
(Edited)
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Kim Chapman

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Hi Andrew, Tim and John

I have had many bugs, features acknowledged and even implemented with Reckon.  Some of these were my own and some are a request of my clients.  It is a bit harder with Accounts than Reckon One, as it is a totally different product, so in fact from my experience I have found they do listen. 

But I must say with Reckon One I regularly see my issues answered and fixed (sometimes very quickly), Reckon One is the equivalent of QBO ie. they are both Cloud Products, thus have a different structure to Reckon Accounts which is a Hosted Product and effectively the same as the Desktop version.

As a tip, if you consult with your local Accredited Partner, they may be able to push for your issue, but you must realise that these are prioritised.  Another way of looking at it is was your issue important on a whole.  Perhaps there are more in demand issues being worked on that you are not aware of.

Best of luck, I hope you are able to find a work around with your issues.

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Tim Spillman

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Best of luck, I hope you are able to find a work around with your issues.
Yep sounds like the Reckon way.
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Andrew

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Hi Kim,

I've also had many bugs, but no feature requests implemented in the past. For the bugs, once reported, Reckon continued to work with me and supplied patch files to address the issue. In my latest case I got the "maybe considered for a future version" line, which after being a Reckon user for 15 years, is code for it won't ever happen!

So you can see why I'm a bit more disappointed than usual with Reckon, as this bug breaks our work flow and means a part of the RA product doesn't work as its designed.

This is a software defect, not a feature request.

I doubt a Accredited Partner will be able to push my issue, it seems I'm talking to the dev layer at Reckon who have fob'd me off, not the first line of support. As I said, Reckon are following the typical playbook they have for these issues when they don't want to deal with it, I've seen it time after time.

I laugh when you say they are looking at more import issues. The Point of Sale software got 2 new items last year. After 12 months of dev time, we got a field that displayed the database pathname, and we got the product to work with the new scale laws. woohoo. That was it.

Also Reckon One might be equivalent to QBO in concept, but RO is missing statements, customised invoices, payroll, unlimited bank feed data for starters. Its a LONG way off where QBO is today.

Anyhow, Reckon stopped responding, I've got issues and I'm locked in due to stockholm syndrome... yay for us!
(Edited)
Back to the forum question...  Credit Limit.

Peter:

Visible, yes,  enforceable .... manually....

What can be done,  is to add the "Customer Credit Limit" as a data field onto

-  Estimates
-  Invoices

This still leaves the situation of any outstanding balance of A/R  due from a delinquent paying customer.
ie:  The 'next' estimate (quote) or invoice may be less than the limit in isolation,   but their overall outstanding balance PLUS the new estimate or invoice could exceed that.  And in that situation you'd be seeking a chat before offering the quote.  However, if the horse has bolted and you've performed the services/sold the product and now entering an additional invoice....  well, the business problem is being addressed too late.   So consider the next tip....

To give that aspect some visibility,  is to regularly run a report called:
- Customer Contact List  (but modify to add: Credit Limit), and sort it descending on credit limit.

   (this let's you very quickly see / compare the BALANCE versus the LIMIT.)


Cheers   (tested/used on RA desktop 2015)


Gary Pope
m: 0408994799 
An Accredited Partner- Consultant (VIC. Aust)
http://www.alchester.com.au/reckon-ac...
"Working with Accountants/Bookkeepers PPs/APs, as an
independent IT Professional and retired FCPA Accountant"
(Edited)