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Banking

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Allow imported bank transactions to be split

We receive inbound payments using a bank feed. Some of these payments need to be allocated to multiple customer accounts. Currently it is not possible to do this in Reckon One. We would like to be able to split a transaction to multiple contacts w...
over 6 years ago in Reckon One / Banking 21 Planning to do

Transaction rules to also perform wildcard searches

Currently transaction rules have multiple search options available however none of these options perform a wildcard search. Sometimes you need the rule to identify some text within a string of text. Currently you cannot do this in R1. I'm sure thi...
over 6 years ago in Reckon One / Banking 12 Future consideration

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
over 3 years ago in Reckon One / Banking 4 New idea

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 5 years ago in Reckon One / Banking 3 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.
over 6 years ago in Reckon One / Banking 2 New idea

BankData - Add a 'Contains' Transaction Rule

BankData - Add a 'Contains' Transaction Rule. A lot of the narration that comesfrom the bank includes additional text, i.e EFTPOSBrookvaleMcDonalds20181122154912. A Contains Rule would allow the user to set a 'Contains McDonalds' rule which would ...
about 6 years ago in Reckon One / Banking 4 New idea

Ability to attach my bank statement to a reconciliation

When I have created a reconciliation I would like the ability to attach the soft copy of the statement (eg pdf) to the reconciliation.
over 4 years ago in Reckon One / Banking 0 New idea

Reconciliation of Liability Bank Accounts

Bank Loans are usually set up as Liability Accounts not Bank Accounts. Ability to reconcile is essential. At the moment, there is no option to reconcile a liablity account
about 4 years ago in Reckon One / Banking 0 Already exists

Cash Account Pop Up Window - "Dont use this as a bank account"

Users make the common mistake of using the cash account as a bank account (renamed to their bank account name), which can't be linked to bank feeds. So if they are importing QIF files for the months before the feeds become active, they will have t...
over 7 years ago in Reckon One / Banking 0 Unlikely to be implemented

Document attachments to bank transactions

When you are in bank transactions, you need to save the transaction, then go into Reckon transactions, find the transaction and then attach the document. It would be logical to be able to attach the document to the transaction in the initial stage...
6 months ago in Reckon One / Banking 1 New idea