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Reckon Product Ideas
Make a difference by sharing your ideas with the Reckon product development team. Your votes will directly influence the product roadmap and help guide our products future direction.

Please note all new ideas remain hidden from public view until reviewed by our team.


Announcement: September 2023

We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.

Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.

Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.

Regards,
The Reckon Product Team


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Visualisation

Showing 41

Add a Created/Last Modified field to Insights Transaction Reports

Update Insights to add a new field that shows the date that the transaction was created.
8 days ago in Reckon Insights / Visualisation 0 New idea

Add the ability to report on Items / Inventory

Add the ability to report on transaction split line detail including Item / Inventory information
8 days ago in Reckon Insights / Data source / Explore / Visualisation 0 New idea

Add an out of the box 'Customer Sales' dashboard

Add a new out of the box Dashboard specifically focused on Customers. Some of the Metrics that could be included on this Dash are: New Customers MTD & YTD Previous Month & Year Repeat Customers MTD & YTD, Previous Month & Year Orde...
4 months ago in Reckon Insights / Visualisation 0 New idea

Gross profit margin ratio

Expressed as a percentage of sales, this is the profit made before deducting indirect costs and expenses. Formula: Net sales - COGS / Net sales
2 months ago in Reckon Insights / Visualisation 0 New idea

Add a Customer Lifetime Value calculation

It would be good is Insights coul calculate my 'Customer Lifetime Value'
2 months ago in Reckon Insights / Visualisation 0 New idea

Add a Debt to Equity (D/E) Ratio

It would be good to have a Debt to Equity Ratio in Insights. Formula is:Debt to Equity Ratio = Total Liabilities / Total Equity
2 months ago in Reckon Insights / Visualisation 0 New idea

Add a Working Capital Ratio (Current Ratio) KPI

It would be good to add a Working Capital (also known as Current Ratio) KPI using the below calculation: Current Ratio = Total Current Assets / Total Current Liabilities
2 months ago in Reckon Insights / Visualisation 0 New idea

Add a 'Net Profit Margin' KPI

It would be good to add a Net Profit Margin % KPI using the below calculation: Net Profit Margin (%) = Net Income / Revenue
2 months ago in Reckon Insights / Visualisation 0 New idea

Add a default Financial summary

Add a default Financial Summary Dashboard that has P&L, Balance Sheet and ratios (income, performance, position etc)
7 months ago in Reckon Insights / Visualisation 0 New idea

Re-organise Filter labels so that Book is always on top

With each Default Template, it would be good if the default filters were rearranged to have the Book Name filter at the top
about 1 year ago in Reckon Insights / Visualisation 0 New idea