Skip to Main Content
Reckon Product Ideas
Make a difference by sharing your ideas with the Reckon product development team. Your votes will directly influence the product roadmap and help guide our products future direction.

Please note all new ideas remain hidden from public view until reviewed by our team.


Announcement: September 2023

We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.

Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.

Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.

Regards,
The Reckon Product Team


ADD A NEW IDEA

Banking

Showing 73 of 1551

Retain Original Description on Transaction Rules

Currently using transaction rules forces you to set the transaction description to a specific value. Not very helpful to have all of one type of transaction have the same description. Can you add a button next to description that allows you to "Re...
over 4 years ago in Reckon One / Banking 2 New idea

Re-allocation of expenses and income entries when an entry is posted to the incorrect account.

It would be really helpful please if the user could reallocate an expense or income item when an incorrect posting has occurred. Once the bank account is reconciled, the only way to reallocate an incorrect posting is to undo the bank reconciliatio...
over 4 years ago in Reckon One / Banking 0 Already exists

Bank Rule criteria selecting which bank account to apply the rule to

Clients spend money at same outlet, one bank account it is a business transaction, in another bank account it is a personal transaction. By allowing bank account then rule can be applied.
over 4 years ago in Reckon One / Banking 0 New idea

Why does the "Description" field in a rule need to be Fixed. Can it be the original "Description" ?

When importing transactions you can "adjust" bank data to clean the import by adding a code such as "Sponsor" to the description or "Dave Fields - 115" to reflect the invoice. Rules should be able to look for "Sponsor" or "Dave Fields" but still i...
almost 5 years ago in Reckon One / Banking 0 New idea

Ability to add new banks in bank transaction screen

Currently have to exit go to Chart of Accounts setup account and then go back to transactions.
almost 5 years ago in Reckon One / Banking 0 New idea

Move bank accounts in the view list (Order the ones you use the most first)

When you view the bank accounts list. All show and you have to scroll all through the list to see the one you want to use. I would like to be able to re-order the list in order of what is used the most. Or hide from view those which are not used d...
almost 5 years ago in Reckon One / Banking 1 New idea

Match invoices in bank transaction

Reduces the risk of double counting income, by automatically matching the invoice in the bank transaction to the money coming in rather than having to say it's been paid first in order for it to be matched
about 5 years ago in Reckon One / Banking 0 New idea

Loan bank account

A loan account that works similar to Bank account so user can view on Bank accounts screen & reconcile.
about 5 years ago in Reckon One / Banking 3 New idea

Hide reconciled items

Also why can't we hide already reconciled items anymore. I want it back. It was so much easier.
about 5 years ago in Reckon One / Banking 1 Already exists

Reconciliation Summary to show reconciled balance as a bank rec is being completed rather than just difference

When doing a large bank rec, it enables you to check the balance against the bank statement as you go rather than having to get to the end and then find you are not in balance.
about 5 years ago in Reckon One / Banking 5 Future consideration