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Banking

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Provide Browse function for Receipts, not just Payments.

Useful for access by the Auditor.
over 3 years ago in Reckon One / Banking 1 New idea

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

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 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

GST Column on Bank Transactions Screen

Would be great to have the option to add a column showing the amount of GST charged on each transaction recorded in the 'Reckon One transactions' page. We have a number of international transaction that shouldn't be charged GST and would be conven...
over 4 years ago in Reckon One / Banking 1 New idea

Online Payment via bank

It would be great in case you can integrate payment with our financial institution, so when we click on pay from a certain bank account, the actual amount will be paid via the bank (similar to some other applications).
over 4 years ago in Reckon One / Banking 4 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...
over 4 years ago in Reckon One / Banking 2 New idea

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.
almost 5 years ago in Reckon One / Banking 0 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

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