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Banking

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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...
over 4 years ago in Reckon One / Banking 2 New idea

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 ...
over 1 year ago in Reckon One / Banking 0 New idea

BankData - Add a 'Contains' Transaction Rule

BankData - Add a 'Contains' Transaction Rule. A lot of the narration that comesfrom the bank includes additional text, i.e EFTPOSBrookvaleMcDonalds20181122154912. A Contains Rule would allow the user to set a 'Contains McDonalds' rule which would ...
over 5 years ago in Reckon One / Banking 3 New idea

Rectify wrongly applied rule to multiple bank transactions in one go

Right now it is a labor intensive process, as you have to do each transaction individually after you have auto accepted a match rule for multiple transactions. It will save heaps of time for those who work with high volume.
about 3 years ago in Reckon One / Banking 1 New idea

Why does the "Description" field in a rule need to be Fixed. Can it be the original "Description" ?

When importing transactions you can "adjust" bank data to clean the import by adding a code such as "Sponsor" to the description or "Dave Fields - 115" to reflect the invoice. Rules should be able to look for "Sponsor" or "Dave Fields" but still i...
almost 5 years ago in Reckon One / Banking 0 New idea

Dashboard Link to Unallocated Transactions from Bank

Put a link on the dashboard to new unallocated transactions from the bank, similar to MYOB Essentials. Very handy as it alerts users to the presence of new transactions from the bank and goes straight to the allocation screen.
almost 6 years ago in Reckon One / Banking 0 New idea

Use last bank opened as default for payments

Its tedious to keep loading the bank when entering payments prior to reconciliation
about 4 years ago in Reckon One / Banking 0 New idea

Ability to add new banks in bank transaction screen

Currently have to exit go to Chart of Accounts setup account and then go back to transactions.
almost 5 years ago in Reckon One / Banking 0 New idea

Loan bank account

A loan account that works similar to Bank account so user can view on Bank accounts screen & reconcile.
about 5 years ago in Reckon One / Banking 3 New idea

Running balance for bank rec

No description provided
over 3 years ago in Reckon One / Banking 0 New idea