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Reckon Insights

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

Data Source - WooCommerce

Add WooCommerce ecommerce as a data source.
about 1 year ago in Reckon Insights / Data source 0 Planning to do

Data Source - Shopify

Add Shopify eCommerce as a data source.
about 1 year ago in Reckon Insights / Data source 0 Planning to do

Data Source - Square

Add Square payments as a data source.
about 1 year ago in Reckon Insights / Data source 0 Planning to do

Data Source - Stripe

Add Stripe payments as a data source.
about 1 year ago in Reckon Insights / Data source 0 Planning to do

Compare my data against ATO performance benchmarks

As a business I would like to see how my financial results compare to the ATO performance benchmarks to: Alert me to where my business is over or under performing. Ensure my business falls within industry benchmarks to reduce my chance of being au...
about 1 year ago in Reckon Insights / Visualisation 0 Planning to do

Default Template - Statement of cash flows

Create a default Template for a Statement of cash flows report
over 1 year ago in Reckon Insights / Visualisation 0 Planning to do

Default Template - Balance Sheet Summary

Create default templates for a Balance Sheet Summary report (both Cash & Accrual)
over 1 year ago in Reckon Insights / Visualisation 0 Planning to do

Ability to Manage by User in the Management Tool

At the moment, you can manage by Data Feeds or Folders. It would be great if you could also manage by User. Eg, select a User and see all the feeds and folders they have access to and change those permissions
about 2 years ago in Reckon Insights / Management app 0 Planning to do