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Basics (core)

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Download financial transactions to excel as numbers / currency, now text.

Reckon one does not provide running balances and totals in reports, therefore when calculating figures for a period we have to download to excel then minupulate manually. The financial information downloads as text then needs to be changed to numb...
almost 6 years ago in Reckon One / Basics (core) 1 New idea

Auto-fill the line item transaction amount in the more detailed entries

In more detailed entries, we currently have to manually type the number shown above in the screen, from imported bank data, into the line items for the entry. Other versions of the Reckon software pre-populate this. Further, allow the auto-filled ...
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Flag / tag / mark a transaction used to calculate a BAS / GST return

To assist with analysis, error correction and checks, if a transaction has been included in a VAT/BAS/GST period return, it should be marked as such in some way. Reports could then be filtered to find transactions included / not included.
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Retrieve legal name from GovConnect to ensure it matches R1 legal name

For STP there is an error if these do not match. We should match this data for the user, advise of a mismatch, and enter for them (if they accept)
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Add attachments to BAS or GST return

For more complex sales tax submissions, supplementary evidence may need to be submitted to a tax authority. This feature will allow Reckon One users to submit additional evidence (such as a supporting spreadsheet) with a sales tax return from the ...
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Reminder Memo or Note widget in Dashboard

It would be handy to have some sort of text area in the dashboard. We can then leave notes to our self or collaborators of tasks that need to be accomplished in a book. Could be in the form a Memo widget that allows free text or a todo/task list w...
almost 6 years ago in Reckon One / Basics (core) 1 Future consideration

Budget column headers to remain in view when scrolling

When viewing a budget with a high number of rows (eg. 100 per page), once you scroll down the list of accounts you lose the column headers from the onscreen view. The suggested solution was for the column header to always remain in view when scrol...
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Option to reset all filters on a list page

Reset Filters Icon At the top of the lists page can we have an icon that resets all of the filters currently applied instead of having to reset each filter individually.
almost 6 years ago in Reckon One / Basics (core) 0 New idea

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

Allow a custom VAT period

An opening VAT period for a business can be longer or shorter than a standard 1 or 3 month period. This change will allow Reckon One to create a VAT return for a period of the user's choosing. The user would be able to choose the start and end da...
almost 6 years ago in Reckon One / Basics (core) 1 New idea