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Bank Feed for NAB Credit Cards

Currently Reckon One only allows for credit card bank feeds from a couple of bank facilities. NAB clients have to rely on Yodlee feeds which are next to useless. Can you please get an agreement with NAB and other banks which offer credit cards to ...
over 2 years ago in Reckon One / Banking 1 Planning to do

Being able to pay multiple bills from the bank data screen - Currently can only complete in BILL section

Currently only the "BILL" shows up not the Reference Number ( Supplier Tax Invoice) Really when entering Bills we Enter the Suppliers Tax Invoice Number the Bill Reference which we can't Change anyway is more of a "Software Unique number" Any form...
almost 3 years ago in Reckon One / Invoices & Bills 1 Planning to do

Total amount of outstanding invoices

It would be great to have a total amount of all outstanding invoices on the Dashboard. Thank you!
almost 3 years ago in Reckon One / Basics (core) 0 Planning to do

Ability to add an application to invoices that asks for a review from the customer

Reviews have become the go to for anyone looking for a service or to buy a product. It would be useful to have an application that works when emailing invoices instantly asking customer for a review with links to those social media places, like Fa...
over 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Planning to do

1 invoice for all your subscriptions instead of multiple

At the moment, I see a lot of bank debits of $5-7 from my bank statement (around 30 lots of these). It would be much more better if you could just make a single invoice for all our client's subscription, and thereby have them all on the same cycle.
over 3 years ago in Reckon Customer Portal 0 Planning to do

Unreconciled Report

For larger accounting firms that majority of their clients don’t access the Reckon file personally but rather employ them to keep their file up to date. A report that is designed to be sent to the clients with all the unreconciled transactions to ...
about 6 years ago in Reckon One / Banking 0 Planning to do

Only show subscriptions that added staff member has permission to

If I'm added as a staff for a company, currently, I can see all the subscriptions that the company has. But I should only see the subscriptions that I have permission to access. This is a privacy issue and we have received a lot of complaints fro...
over 6 years ago in Reckon Customer Portal 0 Planning to do

Reckon Portal to show all books as the default view

Rather than having to navigate to different areas to view subscriptions/books that are linked to a partner or shared to you, it would be easier to see all the books you have access to as the main view. From this main view, you should be able to se...
about 2 years ago in Reckon One / Other 0 Planning to do

Gross payment flag for bill credit via API for Reckon Accounts Hosted

With the recent Reckon upgrade (2021 R2), we can send gross amounts for bills via API but this cannot be done for bill credits. It would be great if this can be done too just to avoid the rounding issues and also keep it consistent.
almost 3 years ago in Reckon Accounts Business / API 0 Planning to do

Need delete option in fast coding tab....

Need delete option in fast coding tab....
almost 3 years ago in Reckon One / Banking 0 Planning to do