As a Reckon One user who uses the 'make payment' function, I should be able to copy a payment already made and add it as a new transaction to Reckon One.
This is similar to the copy invoice function. It will be helpful as its usual to my business ...
how about we let someone print the chart of accounts
sure i can crtl P and print it, but i get everything else that is on the page as well. why is there not a PRINT option. I am sure we are allowed to print it, but it is very counterintuitive
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.
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 ...
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.
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...
Reset Filters Icon
At the top of the lists page can we have an icon that resets all of the filters currently applied instead of having to reset each filter individually.
I would like the ability to view phone numbers in my contacts list. As a column I can then use Reckon One's column filters to search contacts by number.