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Differentiate between bill payments and direct payments on transaction reports, reports to show totals

The reporting system only shows a catchall 'payment' or 'bill' in the type column of a report. As there are no balances or totals offered I have to export to excel then drill down into each transaction to see if it is a bill payment or a payment m...
about 6 years ago in Reckon One / Reports 0 New idea

Provide Profit & Loss [Budget Analysis] Report

This would be an extra 2 or 3 columns in the Income report. Add 'Budget' as an option for us to tick under 'Columns' in the Options. Then the calculation to compare income or expense with budget could be done either as % or Amount.
about 6 years ago in Reckon One / Reports 0 New idea

Add Reference and Description fields to the Account Enquiry Report

I use both the Reference (Header) and Description (Line Item) fields to assist in reviewing and reconciling line items. Without a report that shows these, my task is made all the harder. It seems only logical that the Account Enquiry Report should...
about 6 years ago in Reckon One / Reports 4 New idea

Percentages on dashboard

On the Reckon One dashboard, give the user the option to show graphs with percentages rather than values. E.g. on the top customers and top income widgets.
about 6 years ago in Reckon One / Reports 0 Planning to do

Have "from" and "to" date options in Trial Balance

As a User, I want to see "date from" and "date to" fields in Trial Balance so that I can run a report for a specific range that I need data for.
about 6 years ago in Reckon One / Reports 1 New idea

Transfer transaction list report

Currently the journal list report shows both journals & transfers. We need to split these out into 2 reports. The existing journal list report would only show journal transactions. A new report (Transfer list report) would show transfer transa...
over 6 years ago in Reckon One / Reports 0 New idea

Ability to memorise custom reports

After I modify a report, I should be able to memorise it and have it available as a memorised report to run in the future.
about 7 years ago in Reckon One / Reports 9 New idea

Classifications Filter

It would be great if you can add a column for Class or Classifications for the lists of bills, invoices etc.
about 7 years ago in Reckon One / Reports 0 Unlikely to be implemented

Classifications (class tracking) PER TRANSACTION LINE

Only tracking at the header level severely limits the potency of this feature. Classification is a reporting function, and therefore is required at the transaction level, which in accounting / business terms is the line level. That is, for forms t...
over 7 years ago in Reckon One / Reports 1 Future consideration

Account enquiry - VAT gross & net amounts for individual transactions

Twice I have been asked if we can pull a report (most likely) from the account enquiry that will show individual transaction lines with the VAT with either net or gross amount them in an additional column. This would be so they could drill down an...
over 7 years ago in Reckon One / Reports 0 Already exists