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Basics (core)

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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 ...
over 5 years ago in Reckon One / Basics (core) 1 New idea

Selection list dropdowns should ALL allow typed selection

Some dropdown lists allow selection by beginning to type the data content. Others do not. This is a widely-used standard method of data selection and its absence is infuriating. Timesheets are one example - ADD a project, then you have to click in...
over 5 years ago in Reckon One / Basics (core) 0 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...
over 5 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

Ability To Allocate Multiple Transfers from the one transaction

When you Complete a withdrawal from one account and deposit into several other
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

Auto-fill the line item transaction amount in the more detailed entries

In more detailed entries, we currently have to manually type the number shown above in the screen, from imported bank data, into the line items for the entry. Other versions of the Reckon software pre-populate this. Further, allow the auto-filled ...
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Flag / tag / mark a transaction used to calculate a BAS / GST return

To assist with analysis, error correction and checks, if a transaction has been included in a VAT/BAS/GST period return, it should be marked as such in some way. Reports could then be filtered to find transactions included / not included.
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Retrieve legal name from GovConnect to ensure it matches R1 legal name

For STP there is an error if these do not match. We should match this data for the user, advise of a mismatch, and enter for them (if they accept)
almost 6 years ago in Reckon One / Basics (core) 0 New idea