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Accounting

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When creating a rule, allow for item OR account to be entered

When creating a rule, I get to select accounts and amounts. But when recording receipts I get to enter produict item OR account. I would would like the same option in creating a rule. The rule creation process is out of step with the receipt entry...
over 1 year ago in Reckon One / Accounting 1 New idea

Hide INACTIVE Chart of accounts from Budgets & Budget Report selection

Reporting, eg Budgets reporting, by default selects All accounts, however if you use the 'Selected' accounts option, all Account Code, including InActive ones, are shown for selection. This is just not logical - they are inactive for a reason. Ple...
over 5 years ago in Reckon One / Accounting 2 New idea

Allow 'Items' to be disabled

If a business is not using 'Items' for invoicing etc and is happy to use accounts, can the 'Items' columns be disabled? This would need a toggle in settings (Day to day settings?). The default would be to have Items enabled.
almost 8 years ago in Reckon One / Accounting 0 New idea

Ability to tally amounts in the $ boxes

Could we have the ability to do basic sums in the $ boxes of the bills, receipts, payments and invoice forms, rather than going outside the program to use a calculator? Such as is available in Reckon desktop program. It would be useful for changin...
about 2 years ago in Reckon One / Accounting 0 New idea

Add attachements to Journal entries

To be able to add the documents to journal entries would be very useful, we could attache the asset purchase/loan docs to jnl entries for accountant to access or list of jnl entries done on behalf of accountant.
over 2 years ago in Reckon One / Accounting 0 New idea

When performing a Receive Money entry, provide an Attachments box that allows you to upload PDFs etc as a file attachment to the entry

You provide the facility to add attachments for Make Payments in Essentials, but not the same feature in Receive Money entries, even though arguably this would be even more useful.
about 4 years ago in Reckon One / Accounting 0 New idea

Custom 'contact' fields

Allow users to add custom fields to contacts. Consider allowing drop down lists, smart search lists etc...
over 7 years ago in Reckon One / Accounting 0 New idea

Chart of Accounts - Change Account Type

Feature to Change account type, for example from Asset to Liability , or expense to COGS, beneficial if the COA was set-up incorrectly, and needs to be changed, especially if there are heaps of transactions.
over 4 years ago in Reckon One / Accounting 2 New idea

Duplicate org address for contacts

When entering contact info for employee of an organisation, copy org address & phone number for contact.
almost 3 years ago in Reckon One / Accounting 0 New idea

Add "Narration" column in Account Enquiry Report

As a User, when I add a narration to a Journal, I should be able to view "Narration" column in my Account Enquiry Report so that I can view the data and filter it according to my needs.
almost 7 years ago in Reckon One / Accounting 0 New idea