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Banking

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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
almost 4 years ago in Reckon One / Banking 0 New idea

Move bank accounts in the view list (Order the ones you use the most first)

When you view the bank accounts list. All show and you have to scroll all through the list to see the one you want to use. I would like to be able to re-order the list in order of what is used the most. Or hide from view those which are not used d...
over 5 years ago in Reckon One / Banking 1 New idea

Ability to edit GL information in Bank and System Accounts

As bank account general ledger accounts are generated from the banking area of Reckon one, and systems accounts are created internally, you are unable to edit the GL aspects of the account (noted in the attached image). To ensure I can view these ...
over 6 years ago in Reckon One / Banking 0 New idea

Name Rules

When creating Rules in Reckon One, there should be the ability to decide based on “Name”, e.g. if the Name = ‘Telstra Bigpond’, then allocate to “internet” account. Currently appears that you can only write rules based on Description or Reference....
over 6 years ago in Reckon One / Banking 0 New idea

Multiple selection of Transactions in Bank Transactions (e.g. to Delete many at once, Accept (Approve) many at once)

Multiple selection of Transactions in Bank Transactions (e.g. to Delete many at once, Accept (Approve) many at once) Waiting in a web browser for each one is VERY SLOW if doing a lot of transactions. You could then select all by a tickbox or simil...
almost 2 years ago in Reckon One / Banking 0 New idea

Default Date range for bank data

This is a simple change with Bank data feeds At present you manually select the date range. It would be good if it would default to th elast date range selected. For Example I always select 'Yesterday'. Some others may select 'Last Week'. It would...
almost 3 years ago in Reckon One / Banking 0 New idea

Attachments to Receipts for Deposits - so we can save daily takings listing and cross check these with our merchant providers

The new Invoicing subscription allows for attachments to a payment -- we need the same feature on a receipt transaction
about 3 years ago in Reckon One / Banking 0 New idea

Drag and drop Invoice to bank transaction

This is a feature in other programs, i can drag and drop onto a bank transaction and it makes the Inoive receipt etc instead of the clunky way reckon is set up where i have to make the invoice, save it, then drag and drop or serch to attatch very ...
about 3 years ago in Reckon One / Banking 0 New idea

Manual data entry speeding up the process

Why isn't there a fast way to enter transactions without having to fill out the spend money screen over and over and over? Why does it not retain the defaults from the previous transaction?
over 3 years ago in Reckon One / Banking / Basics (core) 0 New idea

Provide Browse function for Receipts, not just Payments.

Useful for access by the Auditor.
about 4 years ago in Reckon One / Banking 1 New idea