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Reckon One

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Re-allocation of expenses and income entries when an entry is posted to the incorrect account.

It would be really helpful please if the user could reallocate an expense or income item when an incorrect posting has occurred. Once the bank account is reconciled, the only way to reallocate an incorrect posting is to undo the bank reconciliatio...
almost 5 years ago in Reckon One / Banking 0 Already exists

Having a Search Bar at the top of the Contacts Lists

Having the ability to search for a Contact (like we can when creating a transaction) rather than scrolling down the lists would save a lot of time and avoid the possibility of creating a duplicate entry. Preferably the search would look for the se...
almost 5 years ago in Reckon One / Basics (core) 2 Already exists

how about we let someone print the chart of accounts

sure i can crtl P and print it, but i get everything else that is on the page as well. why is there not a PRINT option. I am sure we are allowed to print it, but it is very counterintuitive
about 5 years ago in Reckon One / Basics (core) 0 Already exists

Have a spot in account to change password for login

No description provided
about 5 years ago in Reckon One / Basics (core) 1 Already exists

Not to obtain CC details for one month trial -

I believe you should be able to have a look around the product and maybe enter some basic details to get the feel of it. After one month it should be locked out to you. I don't like to give CC details as redoubtable you will also get charged.
about 5 years ago in Reckon One / Basics (core) 0 Already exists

Add template to change estimate page

It would be good to add your logo to the page, at the moment it is a fixed template.
about 5 years ago in Reckon One / Invoices & Bills 0 Already exists

Hide reconciled items

Also why can't we hide already reconciled items anymore. I want it back. It was so much easier.
over 5 years ago in Reckon One / Banking 1 Already exists

Note box on customer name

As a Treasurer of several Masonic Lodges,adding such a box for particular info about a customer, such as joining date, if they pay special rates of dues, or any relevant info would be really useful. I think that this would be useful in any organis...
over 5 years ago in Reckon One / Basics (core) 1 Already exists

"Comments" column in "Invoice overdue" section to record results of call or contact

This would allow me to track history of conversations about payment and persons spoken to .
over 5 years ago in Reckon One / Invoices & Bills 2 Already exists

bank account balance

I would like to see a balance of what is in my bank accounts when looking at them. One of my accounts has money in and out daily and it would make reconciling this account 1000% easier if I could see the amount in it without having to generate a r...
over 5 years ago in Reckon One / Banking 1 Already exists