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My ideas: Reports

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Turning off Account Codes

It would be great if you could turn of account codes for the book and they then wouldn't show up in reports
over 2 years ago in Reckon One / Reports 0 New idea

Product recall. Show which customers a product has been sold to so they can be contacted.

We believe it is extremely important to search which customers a product has been sold to. For example if a product has been recalled, all those customers can be searched and notified. For promotional material relating to an item, the customers ca...
over 2 years ago in Reckon One / Reports 0 New idea

Print/Export Un-allocated Bank Transactions report.

The ability to Print/Export Un-allocated Bank Transactions report. This would be great to have a copy and find missing transactions, email questions to Clients etc.
almost 4 years ago in Reckon One / Reports 0 New idea

Have chart of accounts linked to Suppliers name or Customer name

It would remember common allocations to suppliers or customers speeding up data input.
about 4 years ago in Reckon One / Reports 0 New idea

Add transactions to Money In, similar to Money Out

Allow for Receipt Numbers or Remittance Advises to be attached to income
over 4 years ago in Reckon One / Reports 0 New idea

Calendar Year Reports & Custom Report

Could you please add in the list of report for Profit and Loss & Balance Sheet the ability to create Calendar Year Reports such as This Calendar Year, This Calendar Year to Date, Last Calendar Qtr, Last Calendar Year, Last Calendar Year to dat...
over 4 years ago in Reckon One / Reports 0 New idea

Attachments column in Reckon One Transactions Viewing window

I wish to know whether a receipt has been attached to the payment so I can follow up with my staff.
over 4 years ago in Reckon One / Reports 0 Already exists

If refreshing the screen for bank transactions, refresh back to the same account, not the first one on the list.

When a client has several bank and credit card accounts, it's frustrating that a refresh always takes you back to the first listed account, not the one you are working on.
over 4 years ago in Reckon One / Reports 0 New idea

Item detail report, like Account Enquiry

Items are a finer level than accounts and there should be a report to be able to track some items. Eg We want to compare salary paid to certain employees with the amount charged to clients for the work items used by those eimployess.
almost 5 years ago in Reckon One / Reports 0 New idea

Account Enquiry Summary Report

I would like to be able to print an account enquiry summary report showing only the starting balance, closing balance and movement for a period selected for each of the accounts. Sometimes all I need is the balance of the account rather than the c...
about 5 years ago in Reckon One / Reports 0 New idea