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BankData

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Classifications in Split transactions in Fast Coding for Reckon Hosted.

Would be helpful to have the option to classify each split differently as opposed to having an umbrella class for the entire transaction
over 3 years ago in Reckon Accounts Business / BankData 4 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
about 4 years ago in Reckon Accounts Business / BankData 0 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

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...
over 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
about 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.
about 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
over 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