New checkbox to allow a user to choose to reconcile many transactions at the same time. A 'reconcile all' button to be added to the 'New' tab in bank transactions.
It's 2020, and username and password is well known to be easily circumvented. The process for using Hosted is to log into hosted with username and password, and then open file using username and password. Users will naturally want to make those 2 ...
When transactions are outside the scope of 3 days before and 3 days after for the same dollar amount, they are not being picked up as a match. please expand the scope to 4 or 5 days before & after
the rules button on the bank feeds screen - need to be able to see what Bank Rule is being used. Create a hover function where the name of the rule appears
Rather than using a multi-search condition such as invoices >= $80 and invoices <= $90 it would be quicker and simpler to use a condition such as invoices between 80 and 90 or invoices >80 and <90 to achieve the same result.
Hide Closed Bank Accounts from Bank Transactions Dropdown
Currently any closed bank accounts still show up in the dropdown selection menu on the Bank Transactions tab. For example, see attached image. The cash and petty cash accounts are closed but still showing in this menu.
The dates in the bank account should default to latest to earliest.
The dates in the bank account should default to latest to earliest. Not the current earliest date to latest. Who cares what happened on the 1st of the month. The most recent transactions should be shown on the first page
If I am unsure what a button does, the only way to look it up is watch endless youtube videos or wait for someone to tell me during work hours from support. Just have a hover over feature that gives you further information about the button or sect...
As an accountant, I often print off a VAT return so my client can review and add a wet signature to approve. Reckon One does not allow me to do this.
Alternatively, a create PDF option would allow to print or send a copy using a secure portal for...