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Reports

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The ability to Print/export filtered transaction lists from the Make Payments, Receive Payments, bills or invoices tabs.

It would be very useful to be able to print/export filtered lists from these tabs.
almost 4 years ago in Reckon One / Reports 0 New idea

For the Quantity field to flow thru to Financial reporting for Fuel tax credit and budgets etc.

An Accountant has asked me to forward on the they would like quantities to be able to filter thru to Reports. This would be helpful in Budgets and Fuel Tax Credits reporting.
over 5 years ago in Reckon One / Reports 0 New idea

TAX CODE EXEMPTION include column for account

Please include "account" column option that enables user to quickly scan & confirm if the transaction should not have a tax code. Currently the only way to do this is to open each transaction to inspect if it has been correctly allocated to an...
over 5 years ago in Reckon One / Reports 0 New idea

Resize dashboard widgets

As a Reckon One user, I would like to be able to resize Dashboard widgets to allow more info on my screen at any time
over 5 years ago in Reckon One / Reports 0 New idea

Transaction Line Items by account

Requestiong the Transaction Line items by account code as this is the ONLY report in Reckon that shows the description per line entry. At present it is not useful as we cannot sort by account code. As an accountant not having this ability makes th...
over 1 year ago in Reckon One / Reports 0 New idea

Setting to not use Account Code in accounts

Create a setting to NOT use account codes, which would also then by default UNTICK the Code in all reports. If that is not possible create a new setting under Settings > General > Report settings That can be ticked or unticked to use Account...
over 2 years ago in Reckon One / Basics (core) / Reports 0 New idea

Account Enquiry Report, add the option to type the Account Name into the search bar

When filtering Account Enquiry Report, add the option to type the Account Name into the search bar rather than having to scroll through the entire Chart Of Account before you find the one you want. While you are at it, could you also add a reset o...
over 2 years ago in Reckon One / Reports 0 New idea

To be able to create a profit and loss for each bank account.

We have to provide separate P & L and balance sheets to CAV and the Tax Office for different bank accounts, and another to our accountant for our trading account. The ability to filter the accounts that need to appear on each P & L would b...
about 3 years ago in Reckon One / Reports 0 New idea

Add filter for selected chart of accounts in P&L

The Account Inquiry report has an option to filter the report by selected accounts. The same option in the P&L would allow me to create a smaller P&L for a sub-set of accounts. For example, I have an investment property for which I would l...
about 3 years ago in Reckon One / Reports 0 New idea

Add Print Button to Bank Reconciliation page

This is a logical thing to do. It would have saved me a lot of time searching for how to print out the Bank Reconciliation Statement. i.e. "exporting it" was not intuitive. Thanks :)
over 3 years ago in Reckon One / Reports 0 New idea