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Accounting

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Keeping sort for list names

Would it be possible to keep the desired sort selection (ascending/desending) when accessing the customer/supplier lists?
about 5 years ago in Reckon One / Accounting 0 New idea

Need to be able to specify default Item type as Service or Product in Settings.

The item type defaults to 'Product'. We only sell 'Services'. We continually ste-up many Items reflecting bespoke Tasks to be billed to clients on a project-by-project basis. We need a setting that allows the default item type to be a Service. The...
over 2 years ago in Reckon One / Accounting 0 New idea

Remove Calendar once date is selected

No description provided
over 5 years ago in Reckon One / Accounting 0 New idea

Request multiple organisations for personal contact

A person may work in or be a director of more than one organisation.
almost 3 years ago in Reckon One / Accounting 0 New idea

Allocate an Item to a Customer

I run a service business and have set up an Item for each customer. It would be helpful to allocate that Item to the Customer so, when I create an invoice for that customer, the Item is automatically imported into the invoice. This would be a very...
almost 6 years ago in Reckon One / Accounting 0 New idea

Support additional timestamp format for bank statement imports

Currently R1 only supports timestamps in the yyyy/mm/dd format. Some of my statements (Airwallex) use a more precise timestamp using the format 2021-10-09T20:08:32+1100 (... as an example). Currently I'm converting statements using macros in a tex...
almost 3 years ago in Reckon One / Accounting 0 New idea

Classification option on transaction rules

Urgently needed, as without the option no transaction rules can be made if it requires a classifiction, they all have to be entered manually
almost 3 years ago in Reckon One / Accounting 0 New idea

Searching by EXACT Amount

When searching by amount could we please have it default to "exact" rather than "above" as it involves another click to change each time. I am sure when people are searching by amounts they are are looking for an exact amount Also when searching b...
about 6 years ago in Reckon One / Accounting 1 New idea

Lock the accout category to save data input

If we could add a category to a supplier/customer account when setting up whereby it would automatically remember the income/expense category when creating a bill or invoice it would save at lot of time. For example, if creating a supplier account...
about 6 years ago in Reckon One / Accounting 0 New idea

Ability To Allocate Multiple Transfers from the one transaction

When you Complete a withdrawal from one account and deposit into several other
about 6 years ago in Reckon One / Accounting 0 New idea