ADD A NEW IDEA

BankData

Showing 26

Bank Feeds - Hide Transactions

Some Bank Feeds transactions don't match to Reckon Hosted eg Employee Superannuation Liability Payments. Can we have the option to hide these "unmatched transactions"
almost 4 years ago in Reckon Accounts Business / BankData 2 Planning to do

Income coding from Bank Data feed should be coded as journal should give option as deposit or cash receipt

If there is a different way to record please advise.
over 1 year ago in Reckon Accounts Business / BankData 0 New idea

Match transactions Bank feeds - Internal Transfers

When transferring payments inbetween bank accounts the transfer isn't matching . Eg transferring from Chq ac to Credit Card. The amount transfers in Reckon Hosted, but the corresponding Credit doesn't match in the Credit Card Feed
almost 4 years ago in Reckon Accounts Business / BankData 0 Planning to do

Ability to specify bank account to apply bank rules to

Where there are multiple bank accounts being used in a file and for various practice locations (classes), it would be useful to be able to define that a bank rule should only apply to a particular bank account (or all accounts). e.g. Cash Deposits...
over 3 years ago in Reckon Accounts Business / BankData 0 New idea

Fast coding - items input

Currently I haven't figured out how I can select items via coding or manual selection.As a charity we receive a lot of donations for different projects and purposes.To avoid our "Chart of Accounts" from exploding we work mostly with items to be ab...
about 2 years ago in Reckon Accounts Business / BankData 0 New idea

Create Customer/Supplier from Bank Feeds

Ability to create Customer and Suppliers from Bank Data feeds
almost 4 years ago in Reckon Accounts Business / BankData 0 New idea

BankData - Have an Uncoded Transactions report/export

In BankData it would be good to have an 'Uncoded Transactions' report that can be printed or exported as PDF.
almost 6 years ago in Reckon Accounts Business / BankData / Desktop & Hosted 0 New idea

Shopify Bank Feed / Integration

Add Shopify integration and bank feeds
about 3 years ago in Reckon Accounts Business / BankData 1 New idea

Ability to create Sales Receipts via BankData (and QIF) imports

Ability to create Sales Receipts via BankData (and QIF) imports
about 8 years ago in Reckon Accounts Business / BankData / Desktop & Hosted 0 New idea

Automated / AI reconciliation

Implement a Smart Reconciliation Tool like competitors offer. For example Odoo: "Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and pa...
over 3 years ago in Reckon Accounts Business / BankData 2 New idea