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My ideas: Banking

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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....
about 6 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

Able to change text label of default bank accounts

It would be useful to be able to change the account label of "My Bank Account" to something more meaningful for the user, eg "CBA Daily Account"
over 3 years ago in Reckon One / Banking 0 Already exists

Provide Browse function for Receipts, not just Payments.

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

Bank account view - inconsistency!

When viewing a bank account transactions, the account balance disappears if sorted by "reconciled". Please allow this to be selected in the "spanner"
over 4 years ago in Reckon One / Banking 0 Unlikely to be implemented

Bankfeeds for Bendigo Bank

Be able to use bank feeds for more types of banks
over 4 years ago in Reckon One / Banking 0 Already exists

I would like to be able to delete the record of old Bank data feeds from the Bank Connections screen

At the moment there seems to be no way to delete old and no longer used bank data feeds from the Bank Connections screen after they have been deleted. There is no real need to maintain a "history" of redundant no longer active feeds.
over 4 years ago in Reckon One / Banking 0 In development

Ability to select Bank account for each payrun or schedule

Hi - client has setup different pay schedules for the locations they employ people from - and actually want to be able to create separate ABA files as the payments come from different bank accounts. Client is a school - where the staff in the cant...
over 4 years ago in Reckon One / Banking 1 New idea

Allow a different date for locking an account on reconciliation as credit card transactions are often delayed.

Account should be locked once reconciled, but credit card transactions can often be dated close to the statement date without appearing on that statement. So locking on the statement date means those transactions can't be ticked off on the next mo...
almost 5 years ago in Reckon One / Banking 0 Unlikely to be implemented

Re-allocation of expenses and income entries when an entry is posted to the incorrect account.

It would be really helpful please if the user could reallocate an expense or income item when an incorrect posting has occurred. Once the bank account is reconciled, the only way to reallocate an incorrect posting is to undo the bank reconciliatio...
almost 5 years ago in Reckon One / Banking 0 Already exists