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Basics (core)

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Duplicate org address for contacts

When entering contact info for employee of an organisation, copy org address & phone number for contact.
about 2 years ago in Reckon One / Basics (core) 0 New idea

Request multiple organisations for personal contact

A person may work in or be a director of more than one organisation.
about 2 years ago in Reckon One / Basics (core) 0 New idea

Support additional timestamp format for bank statement imports

Currently R1 only supports timestamps in the yyyy/mm/dd format. Some of my statements (Airwallex) use a more precise timestamp using the format 2021-10-09T20:08:32+1100 (... as an example). Currently I'm converting statements using macros in a tex...
over 2 years ago in Reckon One / Basics (core) 0 New idea

Fix and simplify search in reckon one

You need to be a computer programmer to search for anything in R1 using search. You need to guess what paramaters reckon one is wanting i.e invoice customer is "John Smith" or Payment of 313.56 (doesn't work) has to be payment is 313.56. It just n...
over 2 years ago in Reckon One / Basics (core) 3 New idea

Classification option on transaction rules

Urgently needed, as without the option no transaction rules can be made if it requires a classifiction, they all have to be entered manually
over 2 years ago in Reckon One / Basics (core) 0 New idea

Improved layout to fit landscape screen & retention of previous account selection

I am forever having to scroll to see all information on data entry screens as there is sooo much empty space between fields. Yes I can zoom out but then writing is small. It would be great to condense spacing so that it fits on one 16 x 9 screen. ...
over 2 years ago in Reckon One / Basics (core) 0 In development

Copy address details

It is very time consuming to manually copy address details to the postal address, shipping address, etc. Looking for a button that says "use same as in postal address"
over 2 years ago in Reckon One / Basics (core) 0 Planning to do

Import Journals - especially historical balances

I am setting up a new Reckon one set of accounts from having Quickbooks on my PC and i want to have 2yrs Ledger balance history but i don't want to key the journals manually.
over 2 years ago in Reckon One / Basics (core) 0 New idea

Setting to not use Account Code in accounts

Create a setting to NOT use account codes, which would also then by default UNTICK the Code in all reports. If that is not possible create a new setting under Settings > General > Report settings That can be ticked or unticked to use Account...
over 2 years ago in Reckon One / Basics (core) / Reports 0 New idea

Ability to clone a Book

As a User I want the ability to clone a Book so that all the data from a book will be copied over to the new book. I also want the ability to define how many copies I want to create whilst cloning.
over 2 years ago in Reckon One / Basics (core) 0 New idea