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Basics (core)

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Download financial transactions to excel as numbers / currency, now text.

Reckon one does not provide running balances and totals in reports, therefore when calculating figures for a period we have to download to excel then minupulate manually. The financial information downloads as text then needs to be changed to numb...
almost 6 years ago in Reckon One / Basics (core) 1 New idea

Thank you emails

As a Reckon One user, I would like the system to send an automated 'thank you' email to a customer when an invoice is paid. The text for the email could be user designed and utilise existing 'tag' functionality available for Reckon One emails. ...
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Default tax code as part of the contact details.

Shouldn't each customer or supplier have a default tax code as part of the contact details, or at least an option to specify that a customer is exempt or that supplier is unregistered, so that any invoice or bill would default to the usual GST cod...
about 6 years ago in Reckon One / Basics (core) 0 New idea

Create Rules - Transfer - Ability to select not just bank accounts

When creating a new rule for transfers, you do not have the ability to show/select accounts that are not bank accounts. If doing this transaction (transfer) manually you do have the option of nominating, via the tick button, to show not just bank ...
over 3 years ago in Reckon One / Basics (core) 0 New idea

Copy function for 'make payment'

As a Reckon One user who uses the 'make payment' function, I should be able to copy a payment already made and add it as a new transaction to Reckon One. This is similar to the copy invoice function. It will be helpful as its usual to my business...
about 6 years ago in Reckon One / Basics (core) 1 New idea

Show categories in alphabetical order

When attaching a category to a transaction it would be helpful if they appeared in alphabetical order
about 5 years ago in Reckon One / Basics (core) 1 New idea

Customer transaction report improvement

It would help greatly to show invoices and receipts as positive and negative numbers as they show in the TB Accounts Receivable report. An option for two columns - debit and credits would be even better.
over 6 years ago in Reckon One / Basics (core) 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

Ability to make header accounts non posting in Chart of Accounts

Having the ability to make header accounts non posting so transactions can't be posted would be very handy. Eg wages and salaries should go to Wages and Salaries which is a sub account of Payroll expenses and not the header account. Also if it is ...
over 5 years ago in Reckon One / Basics (core) 0 New idea

Option to reset all filters on a list page

Reset Filters Icon At the top of the lists page can we have an icon that resets all of the filters currently applied instead of having to reset each filter individually.
almost 6 years ago in Reckon One / Basics (core) 0 New idea