Would be great to have the option to add a column showing the amount of GST charged on each transaction recorded in the 'Reckon One transactions' page. We have a number of international transaction that shouldn't be charged GST and would be conven...
It would be great in case you can integrate payment with our financial institution, so when we click on pay from a certain bank account, the actual amount will be paid via the bank (similar to some other applications).
Bank Rule criteria selecting which bank account to apply the rule to
Clients spend money at same outlet, one bank account it is a business transaction, in another bank account it is a personal transaction. By allowing bank account then rule can be applied.
Open Reckon One on preferred page or last used page
I only ever use Banking Transaction Page, but have to go through several clicks to get to this page. Other software will allow you to open at a preferred page eg Reckon Home and Business
Ability to Edit Description from Bank Transaction Screen
Instead of having to go into Allocate detailed payment, it would be very handy if you could just select your contact, select your account and edit the reference or description or even add a new "memo" column from the list of bank transactions. Jus...
When processing bank transactions, if I apply a sort or filter to the list, I would like Reckon One to remember this should I need to leave the screen and come back to it.
For example, if I sort the date column to 'ascending' I want this change t...
Add bank account column to receipt list page and payment list page
Make Payments List – add Bank Account Column On the Make Payments window, add an optional Column, Bank Account. I often need to see which account a payment was made from this is also good to see duplications.
For larger accounting firms that majority of their clients don’t access the Reckon file personally but rather employ them to keep their file up to date.
A report that is designed to be sent to the clients with all the unreconciled transactions to ...