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Banking

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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...
about 5 years ago in Reckon One / Banking 1 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.
about 6 years ago in Reckon One / Banking 0 New idea

Running balance for bank rec

No description provided
over 3 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
over 4 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.
over 5 years ago in Reckon One / Banking 3 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.
about 5 years ago in Reckon One / Banking 0 New idea

Able to split a payment to other bank account

You go to the supermarket and buy groceries and get cash out. Be able to transfer that cash to the "Cash" account in one transaction. Presently the only way I can find is to create a "Supplier Adjustment Note" and receive the payment to "Cash" - M...
almost 6 years ago in Reckon One / Banking 0 New idea

Remove all transactions from a QIF in bulk

Can we please have an option to remove all the items from a QIF in Reckon One? Currently the ways are as below: Delete one line at a time Upload a new QIF and that removes the previous uncompleted one There was a case where the QIF was uploaded ...
about 7 years ago in Reckon One / Banking 1 New idea

Merge bank entries with a common reference for reconciliation

Entering receipts in detail results in a unique receipt reference generated by Reckon One. But I need the input field Reference to collect all entries in an EFTPOS settlement into one amount to match Merchcant Services daily settlement
over 2 years ago in Reckon One / Banking 1 New idea

Add payment to bank account should default to current date not 1 of month

Add payment to bank account should default to current date not 1 of month. This holds true for add receipt and add transfer.
almost 6 years ago in Reckon One / Banking 0 New idea