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Basics (core)

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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...
about 5 years ago in Reckon One / Basics (core) 0 New idea

Bulk change of colours within Books

There is the option to change the colours within a book. Would be great if you could apply this change in bulk across a number of books in a user's account rather than 1 by 1. Would also be nice to save a colour selection as a template to quickly ...
about 5 years ago in Reckon One / Basics (core) 0 New idea

Additional fields to record more specific and reportable information on Customer

We're using Reckon for a sporting club and accordingly our MEMBERS = CUSTOMERS. It would be EXTREMELY useful to have a field to distinguish M/F; a filed to record date of birth: and also a separate field to record what MEMBERSHIP category each mem...
about 5 years ago in Reckon One / Basics (core) 1 New idea

Yearly Budget Input

It may be useful to be able to input the total (annual) budget and let the system work out a monthly figure.
about 5 years ago in Reckon One / Basics (core) 1 New idea

Additional customisation for email templates

It would be very beneficial if we could add other fields to email templates. ie the purchase order or reference number. As this is a data field, just like the name field this should not be difficult to do. You should also be able to add company lo...
about 5 years ago in Reckon One / Basics (core) 4 New idea

Export

Ability to export lists and transactions in a format, that accountant ledgers can consume.
about 5 years ago in Reckon One / Basics (core) 0 New idea

Current YTD Balance on Chart of Accounts

Additional column on COA to see YTD balance of P&L accounts
about 5 years ago in Reckon One / Basics (core) 0 New idea

Chrome Extension

I would like a chrome extension for Reckon One so I can customise shortcuts and expand the UX for Reckon One.
over 5 years ago in Reckon One / Basics (core) 0 New idea

Ability to make header accounts non posting in Chart of Accounts

Having the ability to make header accounts non posting so transactions can't be posted would be very handy. Eg wages and salaries should go to Wages and Salaries which is a sub account of Payroll expenses and not the header account. Also if it is ...
over 5 years ago in Reckon One / Basics (core) 0 New idea

Employee access to projects, time and expenses

Someone with the role of "employee" should only be able to create / view those records that relate to them. An employee shouldn't be able to view the time sheets, or expense claims for other employees. Employees should also be able to select a pro...
over 5 years ago in Reckon One / Basics (core) 0 New idea