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Include classification option when creating transaction rule

Transaction rules are great for quick coding but if you are a business using classifications, you have to go into each individual transaction after it has been coded using transaction rules to include classification
over 4 years ago in Reckon One / Banking 0 Planning to do

add a BCC option in set up for payroll web

Add the option in the set up menu to BCC an email address whenever pay slips are emailed to staff in payroll web. at present you have to manually type the address and can only use 1 whereas if by default there was an email already set up for bcc t...
8 months ago in Reckon Web / Payroll 1 Planning to do

Add "PayPal" to list of payment options.

add PayPal as one of the options when paying along with Direct Deposit. Credit Card. BPay
almost 2 years ago in Reckon One / Invoices & Bills 0 Planning to do

Add, under Payment Method options, Direct Credit, Direct Debit, Square

These are current day options for receipts and payments, can't enter accurate description in current system
over 2 years ago in Reckon One / Banking / Basics (core) 1 Planning to do

Provide a Intray to import invoices into reckon one

save time on data entry - you can create a bill from these suppliers, from the In tray Means no invoice is missed by human error We can forward supplier invoices from other programs to In tray
over 2 years ago in Reckon One / Invoices & Bills 1 Planning to do

Match transactions Bank feeds - Internal Transfers

When transferring payments inbetween bank accounts the transfer isn't matching . Eg transferring from Chq ac to Credit Card. The amount transfers in Reckon Hosted, but the corresponding Credit doesn't match in the Credit Card Feed
over 3 years ago in Reckon Accounts Business / BankData 0 Planning to do

Add phone numbers as contact list columns

I would like the ability to view phone numbers in my contacts list. As a column I can then use Reckon One's column filters to search contacts by number.
almost 6 years ago in Reckon One / Basics (core) 0 Planning to do

Percentages on dashboard

On the Reckon One dashboard, give the user the option to show graphs with percentages rather than values. E.g. on the top customers and top income widgets.
about 6 years ago in Reckon One / Reports 0 Planning to do

Compare my data against ATO performance benchmarks

As a business I would like to see how my financial results compare to the ATO performance benchmarks to: Alert me to where my business is over or under performing. Ensure my business falls within industry benchmarks to reduce my chance of being au...
about 1 year ago in Reckon Insights / Visualisation 0 Planning to do

Improve exporting to Excel

The export to Excel feature requires MS Excel 2000-2003 all of which are no longer supported by Microsoft. To keep this functionality would Reckon please update the link software so that current Microsoft 365 / Excel exports are supported?
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 Planning to do