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Visualisation

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Add a default Financial summary

Add a default Financial Summary Dashboard that has P&L, Balance Sheet and ratios (income, performance, position etc)
over 1 year ago in Reckon Insights / Visualisation 0 New idea

By convention, Debits should be before Credits (columns)

Some out of the box reports, eg Payroll Transactions Report have the Credits column first followed by the Debits column
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Different reports should have the same column order.

When viewing different reports, the columns should be in the same order. eg Aged Creditor Detail and Bill List have similar columns but in different orders
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Add an EBITDA Statement to the default templates

Add an EBITDA Statement to the default templates
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Re-organise Filter labels so that Book is always on top

With each Default Template, it would be good if the default filters were rearranged to have the Book Name filter at the top
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Return on Investment Ratio

Calculates the profits of an investment as a percentage of the original cost. Formula: Net Profit after Taxes / Total Investment
over 1 year ago in Reckon Insights / Visualisation 0 New idea

After-Tax Profit Margin on Sales

Used to measure the operating efficiency of a business by determining the percentage, or ratio, of sales that have turned into after-tax profit. Best used in conjunction with other ratios or for benchmarking against business's of similar size...
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Pre-Tax Profit Margin on Sales Ratio

Used to measure the operating efficiency of a business by determining the percentage, or ratio, of sales that have turned into pre-tax profit. Formula: Net Profit before Taxes / Sales
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Total Asset Turnover Ratio

Measures the efficiency with which a company uses its assets to produce sales. Formula: Net sales / Average assets for the period (Total Assets = average for the period calculated)
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Times interest earned Ratio

Measures the proportionate amount of income that can be used to cover interest expenses in the future. The ratio therefore indicates a business's ability to cover debt obligations based on current income. Larger ratios are considered more favourab...
over 1 year ago in Reckon Insights / Visualisation 0 New idea