ADD A NEW IDEA

Banking

Showing 8

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

Add, under Payment Method options, Direct Credit, Direct Debit, Square

These are current day options for receipts and payments, can't enter accurate description in current system
over 2 years ago in Reckon One / Accounting / Banking 1 Planning to do

Select multiple Bank Transactions to apply the same account

On the Bank Transactions screen i regularly use the ‘allocate payment’ option to cost a number of transactions to the same contact & account. It would save a large amount of time if we could choose the contact & account, then select multip...
over 2 years ago in Reckon One / Banking 0 Planning to do

More Bank Data Feeds please

I am not comfortable with the use of third party Yodlee for bank data feeds for my clients as it would require them to breach bank terms and conditions by providing their password to someone else. Direct Bank Feeds are the only way to go. Some fee...
over 4 years ago in Reckon One / Banking 3 Planning to do

Bank Feed for NAB Credit Cards

Currently Reckon One only allows for credit card bank feeds from a couple of bank facilities. NAB clients have to rely on Yodlee feeds which are next to useless. Can you please get an agreement with NAB and other banks which offer credit cards to ...
over 3 years ago in Reckon One / Banking 1 Planning to do

Include classification option when creating transaction rule

Transaction rules are great for quick coding but if you are a business using classifications, you have to go into each individual transaction after it has been coded using transaction rules to include classification
about 5 years ago in Reckon One / Banking 0 Planning to do

Need delete option in fast coding tab....

Need delete option in fast coding tab....
over 3 years ago in Reckon One / Banking 0 Planning to do

Unreconciled Report

For larger accounting firms that majority of their clients don’t access the Reckon file personally but rather employ them to keep their file up to date. A report that is designed to be sent to the clients with all the unreconciled transactions to ...
over 6 years ago in Reckon One / Banking 0 Planning to do