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My ideas: Reports

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Income protection

Need an easy way to enter income protection proceeds received from an insurance company for sole traders who do not have wages (drawings only)
over 4 years ago in Reckon One / Reports 1 New idea

Name new excel sheet at export

when exporting a report to excel, we may export to a new sheet in the spreadsheet to create the one spreadsheet with multiple sheets. the option to name the sheet prior to export makes it easier to deal with on download. this feature was in on pre...
over 4 years ago in Reckon One / Reports 0 New idea

Ability to upload a document to Reckon and Reckon to create the transaction

With the document storage, we now have the ability to attach a bill to a transaction once we recorded it in Reckon One. Other accounting packages give the ability to add bills to an In Tray and then it uses advanced Optical Character Recognition (...
almost 5 years ago in Reckon One / Reports 4 New idea

Display & printing of Negative Amounts

I am finding that, when displaying or printing Balance Sheets etc, that negative amounts are shown in red, which makes them hard to read on the printed document. Is it possible to show these amounts in brackets with a minus sign in front like oth...
almost 5 years ago in Reckon One / Reports 0 New idea

Dashboard PDF export

Our dashboard is configured to show a quick and easy snapshot of our current financial position - account balances, net position, top income, top expenditure, top customers. It would be great to be able to share this dashboard to our team via a PD...
about 5 years ago in Reckon One / Reports 0 Future consideration

Text Box on Balance Sheet

It would be handy to have a text box on the Balance Sheet for such things as an Audit Certificate or special messages, rather than having the need for a separate document
about 5 years ago in Reckon One / Reports 2 New idea

Splits between payroll items on payroll summary

For checking Super at end of quarter, I currently have to use the detailed payroll summary as that breaks down by pay item but that is not a user friendly report for exporting and doing quick Excel Calcs
about 5 years ago in Reckon One / Reports 0 New idea

CashFlow Forecasting

Ability to conduct cashflow forecasting providing insight into the business
over 5 years ago in Reckon One / Reports 0 New idea

Balance Sheet report "Last Month" - GST totals confusing

The report gives a total of the GST situation and not the amounts relevant to the last month (or possibly for the actual period requested).
over 5 years ago in Reckon One / Reports 0 New idea

Report for estimates with items listed

Many times i need to find an item i may have quoted. It is currently not possible to list an item that is present in estimates for a given date, this function is in invoices, PO and bills. Extending it to estimates for item history makes sense,
about 6 years ago in Reckon One / Reports 0 New idea