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BankData

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Match transactions Bank feeds - Internal Transfers

When transferring payments inbetween bank accounts the transfer isn't matching . Eg transferring from Chq ac to Credit Card. The amount transfers in Reckon Hosted, but the corresponding Credit doesn't match in the Credit Card Feed
over 3 years ago in Reckon Accounts Business / BankData 0 Planning to do

Ability to specify bank account to apply bank rules to

Where there are multiple bank accounts being used in a file and for various practice locations (classes), it would be useful to be able to define that a bank rule should only apply to a particular bank account (or all accounts). e.g. Cash Deposits...
over 2 years ago in Reckon Accounts Business / BankData 0 New idea

Create Customer/Supplier from Bank Feeds

Ability to create Customer and Suppliers from Bank Data feeds
over 3 years ago in Reckon Accounts Business / BankData 0 New idea

BankData - Have an Uncoded Transactions report/export

In BankData it would be good to have an 'Uncoded Transactions' report that can be printed or exported as PDF.
over 5 years ago in Reckon Accounts Business / BankData / Desktop & Hosted 0 New idea

Income coding from Bank Data feed should be coded as journal should give option as deposit or cash receipt

If there is a different way to record please advise.
10 months ago in Reckon Accounts Business / BankData 0 New idea

RAH Bank feeds - be able to export transactions to Excel

RAH Bank feeds - be able to export transactions to Excel to be able to send to clients to fill in expense types etc Or be able to copy and paste into Excel into separate columns
about 1 year ago in Reckon Accounts Business / BankData 0 New idea

Fast Coding - Bank Feed description/longer name display

When opening our Fast Coding file in the browser I can currently not see enough information on what Bank account feed I am working with.We have over 8 different bank accounts and the name on each bank account is obviously our full business name.Ha...
over 1 year ago in Reckon Accounts Business / BankData 0 New idea

Fast coding - items input

Currently I haven't figured out how I can select items via coding or manual selection.As a charity we receive a lot of donations for different projects and purposes.To avoid our "Chart of Accounts" from exploding we work mostly with items to be ab...
over 1 year ago in Reckon Accounts Business / BankData 0 New idea

Shopify Bank Feed / Integration

Add Shopify integration and bank feeds
over 2 years ago in Reckon Accounts Business / BankData 1 New idea

Automated / AI reconciliation

Implement a Smart Reconciliation Tool like competitors offer. For example Odoo: "Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and pa...
over 2 years ago in Reckon Accounts Business / BankData 2 New idea