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Download financial transactions to excel as numbers / currency, now text.

Reckon one does not provide running balances and totals in reports, therefore when calculating figures for a period we have to download to excel then minupulate manually. The financial information downloads as text then needs to be changed to numb...
over 6 years ago in Reckon One / Accounting 1 New idea

Add a "invoice paid" field in - Day to day › Money in › Invoices

At this stage I can see when the invoice is created, when its due, but cannot see when it was paid, unless I click on each individual invoice. It would be useful to see at a glance on the paid screen.
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add a, 'Make a Copy' button to the transaction edit header options.

It would be helpful to have the option to duplicate/copy the a 'Receive money' transaction as a once-off template for a new transaction. I recognise that for Invoices there is a workaround by using a Reccuring Invoice Template, and selecting 'copy...
about 5 years ago in Reckon One / Invoices & Bills 1 New idea

Option to allocate 1 whole BILL to an individual customer instead of always having to allocate the same customer to every line

Having another option to allocate 1 whole BILL to an individual customer instead of always having to allocate the same customer to every line on the Suppliers Bill.
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Archive Customers who have been inactive for longer than a custom length of time

It would be good the make customers or Quotes as inactive after a length of time. Custom would be good as after 2 years we would like to archive customers or after 6 months make quotes inactive etc. Would help tidy up our customer list etc.
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Option to reset all filters on a list page

Reset Filters Icon At the top of the lists page can we have an icon that resets all of the filters currently applied instead of having to reset each filter individually.
over 6 years ago in Reckon One / Accounting 0 New idea

Table manager function

To make Cloud POS more useful for restaurants, add in table manager functionality.
over 6 years ago in Reckon Cloud POS 0 New idea

Thank you emails

As a Reckon One user, I would like the system to send an automated 'thank you' email to a customer when an invoice is paid. The text for the email could be user designed and utilise existing 'tag' functionality available for Reckon One emails. I ...
over 6 years ago in Reckon One / Accounting 0 New idea

Allow users to specify the default view shown on Portal login

This is similar to the idea posted here: https://ideas.reckon.com/ideas/RKN1-I-499 Users should be able to specify the default view that is loaded upon login. This should include the view, and the default company loaded. This would alleviate a num...
about 5 years ago in Reckon Customer Portal 4 New idea

Option to remove entering receipt number for eftpos

Not required and time consuming in busy periods
about 5 years ago in Reckon Cloud POS 2 New idea