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Banking

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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

Dashboard Link to Unallocated Transactions from Bank

Put a link on the dashboard to new unallocated transactions from the bank, similar to MYOB Essentials. Very handy as it alerts users to the presence of new transactions from the bank and goes straight to the allocation screen.
almost 6 years ago in Reckon One / Banking 0 New idea

Rural One Bank Feed

I can't understand why a bank feed isn't available for Rural One Bank via Yodlee when Xero has had it for over a year!
almost 6 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

Name Rules

When creating Rules in Reckon One, there should be the ability to decide based on “Name”, e.g. if the Name = ‘Telstra Bigpond’, then allocate to “internet” account. Currently appears that you can only write rules based on Description or Reference....
almost 6 years ago in Reckon One / Banking 0 New idea

Tax codes on bank imports

When importing bank transactions, I would like to be able to choose my VAT/tax code in the same way I can choose my account and contact. Being able to do this quickly will save lots of time when importing many transactions.
about 6 years ago in Reckon One / Banking 2 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

Remove all transactions from a QIF in bulk

Can we please have an option to remove all the items from a QIF in Reckon One? Currently the ways are as below: Delete one line at a time Upload a new QIF and that removes the previous uncompleted one There was a case where the QIF was uploaded ...
over 6 years ago in Reckon One / Banking 1 New idea