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Basics (core)

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Journals - Save Draft

Would it be possible to have draft and posted journals, ie you save a journal as draft and can go away and then come back amend it and post it?
about 6 years ago in Reckon One / Basics (core) 0 Future consideration

Update R1 book lock off date each year

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...
over 6 years ago in Reckon One / Basics (core) 0 Unlikely to be implemented

Total amount of outstanding invoices

It would be great to have a total amount of all outstanding invoices on the Dashboard. Thank you!
almost 3 years ago in Reckon One / Basics (core) 0 Planning to do

Ability to upload employee lists for reckon one payroll

I would like to quickly import my employee data from another system into Reckon One.
about 6 years ago in Reckon One / Basics (core) 0 New idea

provide field for an account number with each chart of account

No description provided
about 2 years ago in Reckon One / Basics (core) 1 Already exists

Find/search option to check a transaction

Use to find a transaction from a particular supplier/customer, or an amount.
about 3 years ago in Reckon One / Basics (core) 0 Already exists

Reckon One a Hybrid Saas (Offline/Online)

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.
about 6 years ago in Reckon One / Basics (core) 0 New idea

Being able to Allocate to different accounts by percentages

This feature is in the Bank rules but is sadly lacking in the add payment fields
over 5 years ago in Reckon One / Basics (core) 0 New idea

Allocate an account code to a contact

Many contact's transactions are posted to the same nominal/account code. To save time on having to choose every time, Reckon One should allow a default account code to be set for a contact.
almost 6 years ago in Reckon One / Basics (core) 0 New idea

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