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Reckon One

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Name Rules

When creating Rules in Reckon One, there should be the ability to decide based on “Name”, e.g. if the Name = ‘Telstra Bigpond’, then allocate to “internet” account. Currently appears that you can only write rules based on Description or Reference....
almost 6 years ago in Reckon One / Banking 0 New idea

Statement of change in equity

i read that this record is one of 5 main financial records you should have. Is it likely to be made available under the reporting centre?
about 3 years ago in Reckon One / Reports 0 New idea

Statement of financial position

i read that this record is one of 5 main financial records you should have. Is it likely to be made available under the reporting centre?
about 3 years ago in Reckon One / Reports 0 New idea

Add additional information to customer contact

Require billed customer, pick up details, 3 delivery address.
about 6 years ago in Reckon One / Basics (core) 0 New idea

Allow open invoices from a locked quarter to be paid off, without unlocking the account

Came across this problem last week. My client attempted to pay off some outstanding invoices from his bank feed, he discovered he couldn't as the unpaid invoices had been created in a previous VAT quarter that I had locked after filing. Reckon one...
about 6 years ago in Reckon One / Basics (core) 0 New idea

Differentiate between bill payments and direct payments on transaction reports, reports to show totals

The reporting system only shows a catchall 'payment' or 'bill' in the type column of a report. As there are no balances or totals offered I have to export to excel then drill down into each transaction to see if it is a bill payment or a payment m...
about 6 years ago in Reckon One / Reports 0 New idea

Provide Profit & Loss [Budget Analysis] Report

This would be an extra 2 or 3 columns in the Income report. Add 'Budget' as an option for us to tick under 'Columns' in the Options. Then the calculation to compare income or expense with budget could be done either as % or Amount.
about 6 years ago in Reckon One / Reports 0 New idea

Displayed names in Alphabetical Order

How can I save the displayed names in alphabetical order without having to constantly use the sort functions "Ascending" or "Descending"? It's a bit frustrating having to do this every time I need to select a particular Customer or Supplier
about 3 years ago in Reckon One / Basics (core) / Invoices & Bills 0 New idea

Report

We use Invoices to create a customers order sheet... when dealing with multiple customers in one day, we would like to be able to run a report that give us the total quantities for all common items for customers on that particular day by using eit...
about 3 years ago in Reckon One / Reports 0 New idea

Allow customer / supplier credits to be returned to the Reckon One contact as a payment.

This process needs to be more efficient.
about 6 years ago in Reckon One / Basics (core) 0 New idea