ADD A NEW IDEA

Banking

Showing 78

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
almost 4 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

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.
over 6 years ago in Reckon One / Banking 0 New idea

Unreconciled Report

For larger accounting firms that majority of their clients don’t access the Reckon file personally but rather employ them to keep their file up to date. A report that is designed to be sent to the clients with all the unreconciled transactions to ...
over 6 years ago in Reckon One / Banking 0 Planning to do

Ability to reconcile non bank accounts

Users may want to reconcile an asset account, liability account, or other accounts that are not bank or credit card accounts. Thanks.
about 7 years ago in Reckon One / Banking 1 New idea

Move bank accounts in the view list (Order the ones you use the most first)

When you view the bank accounts list. All show and you have to scroll all through the list to see the one you want to use. I would like to be able to re-order the list in order of what is used the most. Or hide from view those which are not used d...
over 5 years ago in Reckon One / Banking 1 New idea

Hide reconciled items

Also why can't we hide already reconciled items anymore. I want it back. It was so much easier.
over 5 years ago in Reckon One / Banking 1 Already exists

Default Date range for bank data

This is a simple change with Bank data feeds At present you manually select the date range. It would be good if it would default to th elast date range selected. For Example I always select 'Yesterday'. Some others may select 'Last Week'. It would...
about 3 years ago in Reckon One / Banking 0 New idea

Ability to edit GL information in Bank and System Accounts

As bank account general ledger accounts are generated from the banking area of Reckon one, and systems accounts are created internally, you are unable to edit the GL aspects of the account (noted in the attached image). To ensure I can view these ...
over 6 years ago in Reckon One / Banking 0 New idea