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Banking

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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 2 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.
over 6 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 6 years ago in Reckon One / Banking 3 New idea

Use last bank opened as default for payments

Its tedious to keep loading the bank when entering payments prior to reconciliation
about 5 years ago in Reckon One / Banking 0 New idea

Running balance for bank rec

No description provided
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 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 ...
over 7 years ago in Reckon One / Banking 1 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...
over 6 years ago in Reckon One / Banking 0 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 5 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.
over 6 years ago in Reckon One / Banking 0 New idea