P & L and Balance Sheet have an option to be sorted by account names. Trial Balance does not have this option. Many clients do not use account numbers/codes so P&L and Balance Sheet are sorted by in their respective groups. (i.e. Income, e...
Automate reminder email to Customer for Overdue Invoices
Id like see a function in Reckon whereby when an invoice passes a certain "overdue " period (past its DUE date) that Reckon would automatically send a reminder email to the customer advising them that there invoice is now overdue. As some users ma...
On the payroll show the total cost of the payroll, amount being paid+tax+super = total. Its nice to see its the amount you put aside to cover all of the employee employment costs
More options for customizing templates would be beneficial. I created a worksheet and there is some much data options available from customer cards to pre populate that are not available in the customisation. The available Text Entry windows just ...
It would be effective to be able to see if an attachement was against an entry in the Reckon Transaction screen. A paperclip against the line would suffice.
I have multiple recurring bank transfers fortnightly and monthly, and this would make life a whole lot easier if it was an automatic occurrence in Reckon One. Also the same for bills. I have multiple subscriptions recurring monthly and I'm not sur...
Remove "Description is set to" box when creating transaction rules
The "Description is set to" box should be removed from the process of creating a banking transaction rule as I believe any transaction information brought in via bank feeds should be left as is. Some of the information protentially lost if you set...