Skip to Main Content
ADD A NEW IDEA

Banking

Showing 49

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

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
almost 3 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 ...
almost 3 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

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

Rectify wrongly applied rule to multiple bank transactions in one go

Right now it is a labor intensive process, as you have to do each transaction individually after you have auto accepted a match rule for multiple transactions. It will save heaps of time for those who work with high volume.
about 3 years ago in Reckon One / Banking 1 New idea

Manual data entry speeding up the process

Why isn't there a fast way to enter transactions without having to fill out the spend money screen over and over and over? Why does it not retain the defaults from the previous transaction?
about 3 years ago in Reckon One / Banking / Basics (core) 0 New idea

Running balance for bank rec

No description provided
over 3 years ago in Reckon One / Banking 0 New idea

Open Reckon One on preferred page or last used page

I only ever use Banking Transaction Page, but have to go through several clicks to get to this page. Other software will allow you to open at a preferred page eg Reckon Home and Business
over 3 years ago in Reckon One / Banking 0 New idea