Rules to include Description "CONTAINS any of these words"
Please include a definition of the Rules in Description to use the filter “CONTAINS any of these words” so a keyword buried inside a string can be found e.g. finding the word “NRMA” from “ MOT705685872210531NRMA”
I am not comfortable with the use of third party Yodlee for bank data feeds for my clients as it would require them to breach bank terms and conditions by providing their password to someone else. Direct Bank Feeds are the only way to go. Some fee...
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"
Make it easy for customers to pay themselves if a payment is missed
I recently got a new credit and so my monthly payment declined. I found out when my account was frozen and then saw the emails from Reckon in my junk folder. I then tried to pay by credit card but could not find anyway to do this easily. It should...
Able to set a pay rate when creating a pay item so when rate changes, it can do it at one time for employees
If is able to set a pay rate at when creating a pay item at payroll setting, it will be very useful when hourly rate changes every year, you can just change once at pay item instead of going into each employee details to do the change.
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
Provide a Intray to import invoices into reckon one
save time on data entry - you can create a bill from these suppliers, from the In tray Means no invoice is missed by human error We can forward supplier invoices from other programs to In tray
Currently Reckon One only allows for credit card bank feeds from a couple of bank facilities. NAB clients have to rely on Yodlee feeds which are next to useless. Can you please get an agreement with NAB and other banks which offer credit cards to ...