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Visualisation

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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.
about 1 year ago in Reckon Insights / Management app / Visualisation 0 New idea

Chart labels can be illegible

Labels in visualization can be illegible in Visualization and in Download and Open in Browser
about 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
about 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
about 1 year ago in Reckon Insights / Visualisation 0 New idea

YTD Account Receivable KPI - Filter for all A/R accounts

Currently, this out of the box KPI is filtered by default for an account called 'Accounts Receivable'.This is fine for Reckon one where there is only one A/R account (with this name).However, for RAH, where you can have multiple A/R accounts, it m...
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Asset vs Liabilities Chart - Add a line graph showing Equity

Suggestion: Add a line graph showing equity (assets less liabilities) over the chart.
almost 2 years ago in Reckon Insights / Visualisation 0 New idea

Set to Schedule to run a certain number of times or have an end date

Would be handy if a parameter could be added to stop the schedule. For example, if you are working on a project and you want an update via schedule each morning for say 14 days, or 8 instances, or until a certain date.
about 2 years ago in Reckon Insights / Visualisation 0 New idea

Ability to set a schedule with multiple formats

I want to create a schedule and (for example) receive the data as a chart and also as an XLS. At the moment I have to create two schedules and receive two emails.
about 2 years ago in Reckon Insights / Visualisation 0 New idea

Duplicating Schedules

It would be handy to be able to duplicate schedules both in a particular report, and from other report schedules.
about 2 years ago in Reckon Insights / Visualisation 0 New idea

Save a favourite filter(s)

It would be really useful if a business is reporting across multiple data files or books, to be able to save a favourite filter so this can be used on various reports. That is, same filter.. different reports.
about 2 years ago in Reckon Insights / Visualisation 0 New idea