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Accounting

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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 ...
almost 6 years ago in Reckon One / Accounting 0 New idea

Find/search option to check a transaction

Use to find a transaction from a particular supplier/customer, or an amount.
over 3 years ago in Reckon One / Accounting 0 Already exists

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
about 6 years ago in Reckon One / Accounting 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.
over 6 years ago in Reckon One / Accounting 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...
over 6 years ago in Reckon One / Accounting 1 New idea

Option to reset all filters on a list page

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.
over 6 years ago in Reckon One / Accounting 0 New idea

Add phone numbers as contact list columns

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.
over 6 years ago in Reckon One / Accounting 0 Planning to do

Thank you emails

As a Reckon One user, I would like the system to send an automated 'thank you' email to a customer when an invoice is paid. The text for the email could be user designed and utilise existing 'tag' functionality available for Reckon One emails. I ...
over 6 years ago in Reckon One / Accounting 0 New idea

provide field for an account number with each chart of account

No description provided
over 2 years ago in Reckon One / Accounting 1 Already exists

Excel Export Formatting

When exporting reports to excel in Reckon One, is it possible to get the numbers be formatted as numbers instead of text?
over 6 years ago in Reckon One / Accounting 0 New idea