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.
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...