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Basics (core)

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Note box on customer name

As a Treasurer of several Masonic Lodges,adding such a box for particular info about a customer, such as joining date, if they pay special rates of dues, or any relevant info would be really useful. I think that this would be useful in any organis...
about 5 years ago in Reckon One / Basics (core) 1 Already exists

Chrome Extension

I would like a chrome extension for Reckon One so I can customise shortcuts and expand the UX for Reckon One.
over 5 years ago in Reckon One / Basics (core) 0 New idea

Employee access to projects, time and expenses

Someone with the role of "employee" should only be able to create / view those records that relate to them. An employee shouldn't be able to view the time sheets, or expense claims for other employees. Employees should also be able to select a pro...
over 5 years ago in Reckon One / Basics (core) 0 New idea

Auto-fill the line item transaction amount in the more detailed entries

In more detailed entries, we currently have to manually type the number shown above in the screen, from imported bank data, into the line items for the entry. Other versions of the Reckon software pre-populate this. Further, allow the auto-filled ...
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Retrieve legal name from GovConnect to ensure it matches R1 legal name

For STP there is an error if these do not match. We should match this data for the user, advise of a mismatch, and enter for them (if they accept)
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Budget column headers to remain in view when scrolling

When viewing a budget with a high number of rows (eg. 100 per page), once you scroll down the list of accounts you lose the column headers from the onscreen view. The suggested solution was for the column header to always remain in view when scrol...
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Able to edit payruns with out affecting reconciliations

I would like to edit items in a pay without it affecting the reconciliation. That is, items that have no impact on cleared amounts should be editable. ** STP may not allow this once it comes into effect.
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Change Account in Transaction

Once a transaction has been entered - if you are trying to edit the transaction and JUST change the account it is assigned to; ability to be able to keep the description and amount, instead of clearing all that information too.
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Add a warning or error when a custom logo cannot be used

Reckon One allows users to add a custom logo to estimates and invoices. The logo does have to meet a set criteria in terms of size and dimensions. When a logo does not meet these criteria, the logo cannot be used but Reckon One does not advise of...
almost 8 years ago in Reckon One / Basics (core) 0 New idea

Export

Ability to export lists and transactions in a format, that accountant ledgers can consume.
about 5 years ago in Reckon One / Basics (core) 0 New idea