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Banking

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Attachments to Receipts for Deposits - so we can save daily takings listing and cross check these with our merchant providers

The new Invoicing subscription allows for attachments to a payment -- we need the same feature on a receipt transaction
over 3 years ago in Reckon One / Banking 0 New idea

Allow financial institutions to be added that don't have the ability to be "connected"

I would like to be able to add finance investment accounts as Bank Accounts, so to be able to have an "other/not listed" option for accounts that aren't in the list. Sure they won't be able to be "connected" but at least I can treat it like a Bank...
over 6 years ago in Reckon One / Banking 4 Already exists

Name Rules

When creating Rules in Reckon One, there should be the ability to decide based on “Name”, e.g. if the Name = ‘Telstra Bigpond’, then allocate to “internet” account. Currently appears that you can only write rules based on Description or Reference....
over 6 years ago in Reckon One / Banking 0 New idea

Drag and drop Invoice to bank transaction

This is a feature in other programs, i can drag and drop onto a bank transaction and it makes the Inoive receipt etc instead of the clunky way reckon is set up where i have to make the invoice, save it, then drag and drop or serch to attatch very ...
over 3 years ago in Reckon One / Banking 0 New idea

Manual data entry speeding up the process

Why isn't there a fast way to enter transactions without having to fill out the spend money screen over and over and over? Why does it not retain the defaults from the previous transaction?
almost 4 years ago in Reckon One / Accounting / Banking 0 New idea

Able to change text label of default bank accounts

It would be useful to be able to change the account label of "My Bank Account" to something more meaningful for the user, eg "CBA Daily Account"
almost 4 years ago in Reckon One / Banking 0 Already exists

Provide Browse function for Receipts, not just Payments.

Useful for access by the Auditor.
about 4 years ago in Reckon One / Banking 1 New idea

Bank account view - inconsistency!

When viewing a bank account transactions, the account balance disappears if sorted by "reconciled". Please allow this to be selected in the "spanner"
almost 5 years ago in Reckon One / Banking 0 Unlikely to be implemented

Bankfeeds for Bendigo Bank

Be able to use bank feeds for more types of banks
almost 5 years ago in Reckon One / Banking 0 Already exists

I would like to be able to delete the record of old Bank data feeds from the Bank Connections screen

At the moment there seems to be no way to delete old and no longer used bank data feeds from the Bank Connections screen after they have been deleted. There is no real need to maintain a "history" of redundant no longer active feeds.
about 5 years ago in Reckon One / Banking 0 In development