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Have payments NOT sitting as Cheques to Print when going through to Reckon Data file

When payment transactions are pushed through to Reckon, they are sitting as cheques to print, can this be changed as this clogs up the data file and you don't need to print a cheque after payment is made.
about 3 years ago in Reckon Accounts Business / BankData 2 Planning to do

Bank Feeds - Hide Transactions

Some Bank Feeds transactions don't match to Reckon Hosted eg Employee Superannuation Liability Payments. Can we have the option to hide these "unmatched transactions"
over 3 years ago in Reckon Accounts Business / BankData 2 Planning to do

Make it easy for customers to pay themselves if a payment is missed

I recently got a new credit and so my monthly payment declined. I found out when my account was frozen and then saw the emails from Reckon in my junk folder. I then tried to pay by credit card but could not find anyway to do this easily. It should...
over 3 years ago in Reckon Customer Portal 1 Planning to do

More Bank Data Feeds please

I am not comfortable with the use of third party Yodlee for bank data feeds for my clients as it would require them to breach bank terms and conditions by providing their password to someone else. Direct Bank Feeds are the only way to go. Some fee...
over 3 years ago in Reckon One / Banking 3 Planning to do

Purchase order numbers on invoice

A number of my customers require purchase order numbers on invoices issued, at the moment the only workaround is a hack to use the address details or some other customisable field. Given that its just HTML, why not add a customisable field that us...
almost 4 years ago in Reckon One / Invoices & Bills 0 Planning to do

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.
7 months ago in Reckon Insights / Visualisation 0 Planning to do

Rules to include Description "CONTAINS any of these words"

Please include a definition of the Rules in Description to use the filter “CONTAINS any of these words” so a keyword buried inside a string can be found e.g. finding the word “NRMA” from “ MOT705685872210531NRMA”
almost 3 years ago in Reckon One / Basics (core) 0 Planning to do

Include classification option when creating transaction rule

Transaction rules are great for quick coding but if you are a business using classifications, you have to go into each individual transaction after it has been coded using transaction rules to include classification
over 4 years ago in Reckon One / Banking 0 Planning to do

add a BCC option in set up for payroll web

Add the option in the set up menu to BCC an email address whenever pay slips are emailed to staff in payroll web. at present you have to manually type the address and can only use 1 whereas if by default there was an email already set up for bcc t...
7 months ago in Reckon Web / Payroll 1 Planning to do

Add "PayPal" to list of payment options.

add PayPal as one of the options when paying along with Direct Deposit. Credit Card. BPay
over 1 year ago in Reckon One / Invoices & Bills 0 Planning to do