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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...
almost 2 years ago in Reckon One / Accounting 1 New idea

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”
over 3 years ago in Reckon One / Accounting 0 Planning to do

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

iOS app / iPhone app

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.
over 3 years ago in Reckon One / Accounting 2 In development

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...
over 6 years ago in Reckon One / Accounting 1 Future consideration

Add, under Payment Method options, Direct Credit, Direct Debit, Square

These are current day options for receipts and payments, can't enter accurate description in current system
almost 3 years ago in Reckon One / Accounting / Banking 1 Planning to do

Set stay logged in timeframe/single click login

Firstly it would be an advantage if once we had logged into Reckon One, we were able to stay logged in. For many businesses there is no security issue and it should be something the user can change even if the default is a timed log out. Secondly ...
over 3 years ago in Reckon One / Accounting 4 Already exists

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

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