Banking
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Merge bank entries with a common reference for reconciliation
Entering receipts in detail results in a unique receipt reference generated by Reckon One. But I need the input field Reference to collect all entries in an EFTPOS settlement into one amount to match Merchcant Services daily settlement
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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 ...
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Use invoice number OR customer name to allocate receipts
Bank receipts often come in with the invoice number as reference. It would be helpful to be able to allocate by searching either invoice number or customer name rather than go to the invoices page to find out who the invoice was for.
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Pop up warning for csv imports. Overwritten data cannot be undone.
It is too easy to accidentally overwrite entries in the banking field that have not been appropriated. I recommend a pop up window brings a warning that reads something like ‘ Clear all existing entries in the transaction tab before you import ano...
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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...
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New idea
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