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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

Not to obtain CC details for one month trial -

I believe you should be able to have a look around the product and maybe enter some basic details to get the feel of it. After one month it should be locked out to you. I don't like to give CC details as redoubtable you will also get charged.
about 5 years ago in Reckon One / Basics (core) 0 Already exists

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

Multi book reporting

Being able to run a financial reports across multiple books
about 5 years ago in Reckon One / Basics (core) 0 Planning to do

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

Note box on customer name

As a Treasurer of several Masonic Lodges,adding such a box for particular info about a customer, such as joining date, if they pay special rates of dues, or any relevant info would be really useful. I think that this would be useful in any organis...
over 5 years ago in Reckon One / Basics (core) 1 Already exists