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Banking

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Merge bank entries with a common reference for reconciliation

Entering receipts in detail results in a unique receipt reference generated by Reckon One. But I need the input field Reference to collect all entries in an EFTPOS settlement into one amount to match Merchcant Services daily settlement
over 2 years ago in Reckon One / Banking 1 New idea

Default Date range for bank data

This is a simple change with Bank data feeds At present you manually select the date range. It would be good if it would default to th elast date range selected. For Example I always select 'Yesterday'. Some others may select 'Last Week'. It would...
over 2 years ago in Reckon One / Banking 0 New idea

fast coding allow for transfers to be entered between accounts

in fast coding the transfer transaction appears but you cannot process as its a transfer between accounts.
over 2 years ago in Reckon One / Banking 0 New idea

Attachments to Receipts for Deposits - so we can save daily takings listing and cross check these with our merchant providers

The new Invoicing subscription allows for attachments to a payment -- we need the same feature on a receipt transaction
over 2 years ago in Reckon One / Banking 0 New idea

Bank Feed for NAB Credit Cards

Currently Reckon One only allows for credit card bank feeds from a couple of bank facilities. NAB clients have to rely on Yodlee feeds which are next to useless. Can you please get an agreement with NAB and other banks which offer credit cards to ...
over 2 years ago in Reckon One / Banking 1 Planning to do

Have Option to Tranfer to any account in the Make rule section

You can make a transfer to any account in the detailed transfer section but this is not an option in the "Transaction Rule" Section
over 2 years ago in Reckon One / Banking 0 New idea

Drag and drop Invoice to bank transaction

This is a feature in other programs, i can drag and drop onto a bank transaction and it makes the Inoive receipt etc instead of the clunky way reckon is set up where i have to make the invoice, save it, then drag and drop or serch to attatch very ...
over 2 years ago in Reckon One / Banking 0 New idea

Quick add suppliers when adding contact in fast coding

Make it easy to quickly add a new supplier/contact when allocating contact to transaction in fast coding window - rather than needing to go into new window to create it - similar feature exists in desktop version of reckon accounts
almost 3 years ago in Reckon One / Banking 4 New idea

Add TransferWise or Wise as a Direct Bank Data feed

TransferWise (recently rebranded as Wise) is a global bank operating in Australia and popular with businesses that need to send or recieve overseas payments. Unfortunately, Wise is not available in your bank feed choices. Given the presence of sma...
almost 3 years ago in Reckon One / Banking 7 Future consideration

Stripe Direct feed for Bank Data in Reckon One

A direct bank feed for Stripe data. Zapier is an unreliable workaround and users would be better serviced by a direct bank feed for Stripe Data in Reckon One
almost 3 years ago in Reckon One / Banking 0 New idea