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Find and Recode

Need the ability to find transaction on multiple levels ie by either account number, name, amount etc, and recode those returned transasactions to the account that they should of been in, in the first place
almost 4 years ago in Reckon One / Reports 0 New idea

Customer Classifications

As Treasurer of four Masonic Lodges, I have many customers many of whom have a different classification e.g. Full Fees & Dues, Lodge Dues only, etc. I think it would be a good idea if we could enter a classification on the member's contact det...
almost 4 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

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

Remember the the employee filter after I add a timesheet entry

Guys, unless I am missing something basic, this seems like it is something basic. As a timesheet administrator, I add timesheets for my team/employees (to be able to bill clients). I go to the timeshets module, select an employee in the filter, th...
almost 4 years ago in Reckon One / Reports 2 Planning to do

Link to Transaction Reports from contacts

Would be really good to have a link that takes us to a list of transactions for a particular customer or supplier from their information window. Create Statement is available, but not view transaction list.
almost 4 years ago in Reckon One / Reports 4 New idea

Graph spending and income trends

It would be great to be able to see trends in spending and income by account to forecast and plan finances. A graphic representation would be best, but even being able to subtotal by month would be useful.
about 4 years ago in Reckon One / Reports 0 Planning to do

Ability to add <tags> to the Pay Item Notes so they appear in the invoice description

As an admin I would like to customize the way the description is shown in an invoice. It would be ideal to allow admins to select from a list of predefined tags such as <date> <employee name> to start with. The pain point is that I hav...
about 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

provide percentage against income in the same period for profit and loss

then business can look at the glance of their cost percentage
about 4 years ago in Reckon One / Reports 0 New idea