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Banking

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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

Have Option to Tranfer to any account in the Make rule section

You can make a transfer to any account in the detailed transfer section but this is not an option in the "Transaction Rule" Section
over 3 years ago in Reckon One / Banking 1 New idea

Stripe Direct feed for Bank Data in Reckon One

A direct bank feed for Stripe data. Zapier is an unreliable workaround and users would be better serviced by a direct bank feed for Stripe Data in Reckon One
over 3 years ago in Reckon One / Banking 0 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).
about 5 years ago in Reckon One / Banking 4 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.
over 5 years ago in Reckon One / Banking 0 New idea

Make Bank Deposits from item in Banking Menu

Ability to make deposits to the bank account from Undeposited Funds to Chq and/or other account rather than via journal or transfer money menu items.
almost 6 years ago in Reckon One / Banking 0 New idea

Ability to Edit Description from Bank Transaction Screen

Instead of having to go into Allocate detailed payment, it would be very handy if you could just select your contact, select your account and edit the reference or description or even add a new "memo" column from the list of bank transactions. Jus...
almost 6 years ago in Reckon One / Banking 1 New idea

Open Reckon One on preferred page or last used page

I only ever use Banking Transaction Page, but have to go through several clicks to get to this page. Other software will allow you to open at a preferred page eg Reckon Home and Business
about 4 years ago in Reckon One / Banking 0 New idea

Multiple selection of Transactions in Bank Transactions (e.g. to Delete many at once, Accept (Approve) many at once)

Multiple selection of Transactions in Bank Transactions (e.g. to Delete many at once, Accept (Approve) many at once) Waiting in a web browser for each one is VERY SLOW if doing a lot of transactions. You could then select all by a tickbox or simil...
about 2 years ago in Reckon One / Banking 0 New idea

Remember bank transaction settings

When processing bank transactions, if I apply a sort or filter to the list, I would like Reckon One to remember this should I need to leave the screen and come back to it. For example, if I sort the date column to 'ascending' I want this change to...
over 6 years ago in Reckon One / Banking 0 New idea