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Reports

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A way to tag and report on P&L codes

A Report that capture classifcations, export code or some other tag so I can excluded certain codes (say drawings) from my P&L. Note, I could perhaps use an Equity code but then these codes would only appear in the Balance sheet which is not w...
about 4 years ago in Reckon One / Reports 0 New idea

Payroll Summary Report to show both Display Name and Employee First and Last Names

Can we have reckon payroll report with options to show display name and employee full name? Right now, payroll summary report showing display name. It is annoying and needs to check employee details to match employee details? or simply show employ...
about 2 years ago in Reckon One / Reports 0 New idea

Payroll Report from the Payroll screen

Would be helpful if there was a payroll verification report that we could click into from the payrun before we finish it, just to confirm in one report that everything is correct.
over 6 years ago in Reckon One / Reports 0 New idea

Customer transactions report - add coloumn 'status'

Could you please add 'Status' Check box to Customer transactions report as it only shows invoices that are 'approved'. This report would be useful to check my 'draft' invoice details before approving and sending out. But these invoices do not yet ...
about 2 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.
over 6 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...
over 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.
over 4 years ago in Reckon One / Reports 0 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...
almost 7 years ago in Reckon One / Reports 0 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.
over 4 years ago in Reckon One / Reports 0 Planning to do

Have chart of accounts linked to Suppliers name or Customer name

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