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A way to tag and report on P&L codes

A Report that capture classifcations, export code or some other tag so I can excluded certain codes (say drawings) from my P&L. Note, I could perhaps use an Equity code but then these codes would only appear in the Balance sheet which is not w...
over 3 years ago in Reckon One / Reports 0 New idea

Customer Classifications

As Treasurer of four Masonic Lodges, I have many customers many of whom have a different classification e.g. Full Fees & Dues, Lodge Dues only, etc. I think it would be a good idea if we could enter a classification on the member's contact det...
almost 4 years ago in Reckon One / Reports 0 New idea

Remember the the employee filter after I add a timesheet entry

Guys, unless I am missing something basic, this seems like it is something basic. As a timesheet administrator, I add timesheets for my team/employees (to be able to bill clients). I go to the timeshets module, select an employee in the filter, th...
almost 4 years ago in Reckon One / Reports 2 Planning to do

Graph spending and income trends

It would be great to be able to see trends in spending and income by account to forecast and plan finances. A graphic representation would be best, but even being able to subtotal by month would be useful.
almost 4 years ago in Reckon One / Reports 0 Planning to do

Ability to add <tags> to the Pay Item Notes so they appear in the invoice description

As an admin I would like to customize the way the description is shown in an invoice. It would be ideal to allow admins to select from a list of predefined tags such as <date> <employee name> to start with. The pain point is that I hav...
almost 4 years ago in Reckon One / Reports 0 New idea

provide percentage against income in the same period for profit and loss

then business can look at the glance of their cost percentage
about 4 years ago in Reckon One / Reports 0 New idea

Produce user friendly BAS reports

When a business needs to report both GST and PAYG withholding the BAS reports should be able to incorporate both so that a user friendly report can be provided to clients for authorisation,
about 4 years ago in Reckon One / Reports 0 New idea

ADD SALES/BILL INVOICE REFERENCE CODE COLUMN TO ALL REPORTS

It is frustrating to insert a reference code to a sales/bill invoice but cannot access that reference on any accounts receivable/accounts payable/accounts enquiry and most other Balance sheet reports. This is a valuable tool to explain what the in...
about 4 years ago in Reckon One / Reports 0 New idea

Income protection

Need an easy way to enter income protection proceeds received from an insurance company for sole traders who do not have wages (drawings only)
over 4 years ago in Reckon One / Reports 1 New idea

Name new excel sheet at export

when exporting a report to excel, we may export to a new sheet in the spreadsheet to create the one spreadsheet with multiple sheets. the option to name the sheet prior to export makes it easier to deal with on download. this feature was in on pre...
over 4 years ago in Reckon One / Reports 0 New idea