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Banking

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Make Bank Deposits from item in Banking Menu

Ability to make deposits to the bank account from Undeposited Funds to Chq and/or other account rather than via journal or transfer money menu items.
about 5 years ago in Reckon One / Banking 0 New idea

Ability to Edit Description from Bank Transaction Screen

Instead of having to go into Allocate detailed payment, it would be very handy if you could just select your contact, select your account and edit the reference or description or even add a new "memo" column from the list of bank transactions. Jus...
over 5 years ago in Reckon One / Banking 1 New idea

Remember bank transaction settings

When processing bank transactions, if I apply a sort or filter to the list, I would like Reckon One to remember this should I need to leave the screen and come back to it. For example, if I sort the date column to 'ascending' I want this change t...
over 5 years ago in Reckon One / Banking 0 New idea

Add bank account column to receipt list page and payment list page

Make Payments List – add Bank Account Column On the Make Payments window, add an optional Column, Bank Account. I often need to see which account a payment was made from this is also good to see duplications.
almost 6 years ago in Reckon One / Banking 0 New idea

Ability to reconcile non bank accounts

Users may want to reconcile an asset account, liability account, or other accounts that are not bank or credit card accounts. Thanks.
over 6 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

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
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

Ability to edit GL information in Bank and System Accounts

As bank account general ledger accounts are generated from the banking area of Reckon one, and systems accounts are created internally, you are unable to edit the GL aspects of the account (noted in the attached image). To ensure I can view these ...
almost 6 years ago in Reckon One / Banking 0 New idea