ADD A NEW IDEA

Banking

Showing 76

Ability to attach my bank statement to a reconciliation

When I have created a reconciliation I would like the ability to attach the soft copy of the statement (eg pdf) to the reconciliation.
almost 4 years ago in Reckon One / Banking 0 New idea

Reconciliation of Liability Bank Accounts

Bank Loans are usually set up as Liability Accounts not Bank Accounts. Ability to reconcile is essential. At the moment, there is no option to reconcile a liablity account
over 3 years ago in Reckon One / Banking 0 Already exists

Retain last used selections in drop-down fields

When making deposit entries I have to select "My bank account" for every new receipt. I need thatto remain fixed until I change it.Likewise, the Project selection is new for every line but should be repeated for new lines until I change it. This c...
over 2 years ago in Reckon One / Banking 1 New idea

Filtering banking data on money in / money out

can we add an option to filter money out and money in , and payment search should be more easy in banking data
11 months ago in Reckon One / Banking 0 New idea

fast coding allow for transfers to be entered between accounts

in fast coding the transfer transaction appears but you cannot process as its a transfer between accounts.
almost 3 years ago in Reckon One / Banking 0 New idea

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...
6 months ago in Reckon One / Banking 0 New idea

Retain Original Description on Transaction Rules

Currently using transaction rules forces you to set the transaction description to a specific value. Not very helpful to have all of one type of transaction have the same description. Can you add a button next to description that allows you to "Re...
almost 5 years ago in Reckon One / Banking 2 New idea

Tax codes on bank imports

When importing bank transactions, I would like to be able to choose my VAT/tax code in the same way I can choose my account and contact. Being able to do this quickly will save lots of time when importing many transactions.
over 6 years ago in Reckon One / Banking 2 New idea

Add, under Payment Method options, Direct Credit, Direct Debit, Square

These are current day options for receipts and payments, can't enter accurate description in current system
over 2 years ago in Reckon One / Banking / Basics (core) 1 Planning to do

Add "Unallocated Amount" info in the "Allocate detailed receipt" function

Give us "Unallocated amount" information like the one in fast coding. When inside "Allocate detailed receipt" view, very often the payment is for multiple invoices. Currently there is no way to know which invoices should be allocated to this bulk ...
almost 2 years ago in Reckon One / Banking 0 New idea