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Visualisation

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Default Template - Payroll Detail Review

Add a default template that shows a detailed breakdown of each payroll item per employee
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Expenses by Supplier Summary

No description provided
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - P&L by Class

Add a Profit & Loss by Class to the default templates. This report will be the same as the Profit & Loss but will have a Class column, showing the P&L for each class, anything without a Class assigned will be under an 'unassigned' column
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Super Contributions by Employee

The superannuation contributions (company and individual) the employer has made on behalf of the employee to super funds.
almost 2 years ago in Reckon Insights / Visualisation 0 New idea

Default Template - Collections Report

Which customers are overdue, how much do they owe, and what are their contact details
almost 2 years ago in Reckon Insights / Visualisation 0 New idea

Add a default Financial summary

Add a default Financial Summary Dashboard that has P&L, Balance Sheet and ratios (income, performance, position etc)
almost 2 years ago in Reckon Insights / Visualisation 0 New idea

Default Template - Cash flow forecast

Create a default Template for a Cash flow forecast report
almost 2 years ago in Reckon Insights / Visualisation 0 New idea

Default Template - Balance Sheet Detail

Create default templates for a Balance Sheet Detail report (Cash & Accrual)
almost 2 years ago in Reckon Insights / Visualisation 0 New idea

On the Profit and Loss, Expenses appear as negatives

On the P&L reports, Expenses appear as negatives, but they should be positive amounts.
almost 2 years ago in Reckon Insights / Visualisation 0 New idea

Include Book Count for Configured and Available books in Insights Management Tool

Inside the Insights Management Tool it should show a count of the total number of Books that are Configured with Insights and that are Available to be configured to Insights. All books should be ordered Alphabetically.
almost 2 years ago in Reckon Insights / Management app / Visualisation 0 New idea