As a mini year end routine, Reckon One could update the book lock off date each year, so that transactions in the last financial year cannot be edited as they will be locked down.
A user with the right permission could remove the lock off date to...
A native iPhone app for reckon one. Allow users to log in and manage their books, add expenses, reconcile transactions, etc. preferably with Touch ID/face ID.
This would help to reduce the rates of emails that go to Junk. I do this with Vbout, the Marketing Automation program that I use. I create DKIM, SPF and DMARC Policy records. These are then entered as TXT records in my cPanel and allow the system ...
It'd be great if the (?) button at the top of ReckonOne linked directly to the relevant help page for the current page instead of just linking to /Core/Support. The info all seems to be in the help system but it takes quite a few clicks to dig thr...
It would be very beneficial if we could add other fields to email templates. ie the purchase order or reference number. As this is a data field, just like the name field this should not be difficult to do. You should also be able to add company lo...
Customers don't like being restrained by connectivity . Build Reckon One with the ability to operate offline through the application and then automatically update to the Cloud when connectivity becomes available.
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”