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To switch between users without closing the company and re-opening

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about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Fast Coding in portal should remember state of filter between sessions

Why is it useful: Because each time I log in to Fast Coding I have to reset the filter to "uncoded" to see transactions I haven't matched yet. Who would benefit from it: Anyone who is annoyed by current behaviour and taking 2 seconds to set filter...
about 3 years ago in Reckon Accounts Business / Hosted only 0 New idea

Additional designing of templates - adding of data columns, summary of tax codes

It would be great if users had the ability to add additional data columns (not just text columns) ... often get asked for ability to put show Ex and Inc GST pricing by line... but also where combined tax codes used (mainly wine industry), need to ...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Lock the accout category to save data input

If we could add a category to a supplier/customer account when setting up whereby it would automatically remember the income/expense category when creating a bill or invoice it would save at lot of time. For example, if creating a supplier account...
over 6 years ago in Reckon One / Accounting 0 New idea

Ability To Allocate Multiple Transfers from the one transaction

When you Complete a withdrawal from one account and deposit into several other
over 6 years ago in Reckon One / Accounting 0 New idea

Allow percentage to be set as an option

When posting memorised transactions it would be good to be able to set a percentage of the total to individual lines. We have a partnership and the percentage is 50% for each partner. Instead of calculating each transaction it would be much easier...
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Enable summary report of Payment and paid expenses under client name

It would help to establish profit/loss on per client basis
over 6 years ago in Reckon One / Reports 0 New idea

Register Filter by Date

When matching up downloaded transactions to the register it would be useful to filter the register by date rather than having to keep scrolling up and down and referring to the date as well
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Transaction Line Items Report (Advisor) - Allow Filtering by Account Code

At times you just want to look at a particular account, so adding this ability to filter the report is necessary. Also would speed up the report.
about 3 years ago in Reckon One 0 New idea

Account Enquiry Report - Add Project Field to the Report

When running this report it currently does not display the project costing applied to the transactions which causes more work to reconcile individual projects. For example: Currently you can run a profit and loss report by project but then when yo...
about 3 years ago in Reckon One 0 New idea