ADD A NEW IDEA

Reports

Showing 2

Classifications (class tracking) PER TRANSACTION LINE

Only tracking at the header level severely limits the potency of this feature. Classification is a reporting function, and therefore is required at the transaction level, which in accounting / business terms is the line level. That is, for forms t...
almost 8 years ago in Reckon One / Reports 1 Future consideration

Dashboard PDF export

Our dashboard is configured to show a quick and easy snapshot of our current financial position - account balances, net position, top income, top expenditure, top customers. It would be great to be able to share this dashboard to our team via a PD...
over 5 years ago in Reckon One / Reports 0 Future consideration