ADD A NEW IDEA

Banking

Showing 9

Allow bank reconciliation to show 100 transactions, instead of having to nominate it every time

I often need to go out and back into a bank rec and every time I have to nominate "show 100 transactions". This is an extra step that I don't see the need for. Could each user be able to tailor it to suit themselves?
over 5 years ago in Reckon One / Banking 0 Implemented

Direct feeds from paypal

I want to be able to import my paypal transactions automatically into Reckon One
about 6 years ago in Reckon One / Banking 6 Implemented

Last Date Reconciled

As a user I would like to see "Last Date Reconciled" because I reconcile week by week and it doesn't always align to the bank statement.
almost 7 years ago in Reckon One / Banking 0 Implemented

Remove deleted bank feeds from the Bank connections screen

When a bankfeed is deleted on the Bank Feed Management screen, the bank feed remains on the Bank connections screen. Although it does have a [Feed Deleted] tag, it becomes very messy for the user. For very active users it becomes difficult to find...
over 6 years ago in Reckon One / Banking 2 Implemented

Bank transactions - bulk reconcile feature

New checkbox to allow a user to choose to reconcile many transactions at the same time. A 'reconcile all' button to be added to the 'New' tab in bank transactions.
almost 8 years ago in Reckon One / Banking 0 Implemented

Hide Closed Bank Accounts from Bank Transactions Dropdown

Currently any closed bank accounts still show up in the dropdown selection menu on the Bank Transactions tab. For example, see attached image. The cash and petty cash accounts are closed but still showing in this menu.
over 4 years ago in Reckon One / Banking 0 Implemented

The dates in the bank account should default to latest to earliest.

The dates in the bank account should default to latest to earliest. Not the current earliest date to latest. Who cares what happened on the 1st of the month. The most recent transactions should be shown on the first page
over 5 years ago in Reckon One / Banking 1 Implemented

Bank Reconciliation Report

The new Bank Reconcilation report called Bank Statement, does not reconcile the bank statement balance to the balance in Reckon One, ie does not show unpresented cheques and unprocessed deposits. Can you please bring back a real bank reconciliation?
about 5 years ago in Reckon One / Banking 1 Implemented

The sort order of the bank transactions should also be descending by date

Useful to see the latest transactions first.
over 5 years ago in Reckon One / Banking 1 Implemented