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Banking

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

BankData - Allow a date range to be set within a Transaction Rule

BankData - Allow a date range to be set within a Transaction Rule to cover recurring transactions that fall on a weekend, and are therefore debited on the next business day.
over 5 years 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

Allow Bank accounts to have parent/child structure like in the Reckon Accounts business range

This is useful for everyone who is accustomed to accounting software that allows for sub-account structures to be created. This ensures that their reporting meets their needs regarding sub-totaling and general visual structure.
over 5 years ago in Reckon One / Banking 0 New idea

bank account balance

I would like to see a balance of what is in my bank accounts when looking at them. One of my accounts has money in and out daily and it would make reconciling this account 1000% easier if I could see the amount in it without having to generate a r...
over 5 years ago in Reckon One / Banking 1 Already exists

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 5 years ago in Reckon One / Banking 0 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 5 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 t...
almost 6 years ago in Reckon One / Banking 0 New idea

Add bank account column to receipt list page and payment list page

Make Payments List – add Bank Account Column On the Make Payments window, add an optional Column, Bank Account. I often need to see which account a payment was made from this is also good to see duplications.
almost 6 years ago in Reckon One / Banking 0 New idea