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Reckon One

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Option to design own invoice, bill and pay slip templates

This would allow clients who moved from desktop ranges to reckon one have that feature which they are already familiar with and expecting the same in reckon one.
over 7 years ago in Reckon One / Invoices & Bills / Payroll 2 Planning to do

Allow imported bank transactions to be split

We receive inbound payments using a bank feed. Some of these payments need to be allocated to multiple customer accounts. Currently it is not possible to do this in Reckon One. We would like to be able to split a transaction to multiple contacts w...
about 6 years ago in Reckon One / Banking 21 Planning to do

Automated email reminders for outstanding invoices

Reckon One should automate the process of chasing up outstanding invoices. Users can define when invoice reminders are sent (e.g. X days after issue), what text to include in the email reminder and whether to attach the original invoice. Automat...
almost 8 years ago in Reckon One / Invoices & Bills 1 Planning to do

Reckon One report builder

Allow Reckon One users to create their own reports using date from Reckon One. This will allow Reckon One to meet the varied management reporting requirements of businesses and their advisors.
almost 6 years ago in Reckon One / Reports 5 Planning to do

Ability to memorise custom reports

After I modify a report, I should be able to memorise it and have it available as a memorised report to run in the future.
about 7 years ago in Reckon One / Reports 9 New idea

Start all journals with 2 rows

Journals must have 2 rows as a minimum. New journals starting with 1 row is like buying pants with only one leg. You have to add another leg anyway, so why not start with 2? Creating subsequent rows by tabbing on from the last data field in a jour...
over 7 years ago in Reckon One / Basics (core) 0 Future consideration

Show remainder of Total amount when allocating to multiple transaction lines

When I am allocating a transaction retrieved from my Bank and allocating it to existing transactions, I should also see the remainder amount as I keep on allocating transactions to it where the total of the allocation is lesser than the total of t...
about 6 years ago in Reckon One / Basics (core) 0 Planning to do

Add Bills to Recurring transactions

As we all have a lot of recurring bills this would be a great feature.
about 5 years ago in Reckon One / Invoices & Bills 15 Planning to do

Ability to have the profit and loss report to be split into relevant financial periods

Ability to have the profit and loss report to be split into relevant financial periods (yearly with multiple years, annual by month or annual by quarter).
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Transaction rules to also perform wildcard searches

Currently transaction rules have multiple search options available however none of these options perform a wildcard search. Sometimes you need the rule to identify some text within a string of text. Currently you cannot do this in R1. I'm sure thi...
about 6 years ago in Reckon One / Banking 10 Future consideration