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Ability to attach a default template to customers in recurring invoices

Currently with recurring invoices one has to name the recurring invoice and setup the invoice individually for each customer. It would be good to have a template we could setup with standard details and then attach that to the customer instead of ...
about 5 years ago in Reckon One / Invoices & Bills 1 New idea

Ability to attach my bank statement to a reconciliation

When I have created a reconciliation I would like the ability to attach the soft copy of the statement (eg pdf) to the reconciliation.
over 4 years ago in Reckon One / Banking 0 New idea

Transactional Data Matching

Automatically display matching transactions for selection in first instance, rather then having to search for the match
almost 4 years ago in Reckon Accounts Business / BankData 0 New idea

Hide INACTIVE Chart of accounts from Budgets & Budget Report selection

Reporting, eg Budgets reporting, by default selects All accounts, however if you use the 'Selected' accounts option, all Account Code, including InActive ones, are shown for selection. This is just not logical - they are inactive for a reason. Ple...
over 5 years ago in Reckon One / Accounting 2 New idea

Ability to manually start a Sync

I want to be able to manually start a sync with my connected data source.
almost 2 years ago in Reckon Insights / Data source / Management app 0 New idea

This is for Reckon Personal Plus - could you make an online product for this, rather than standalone licence for a PC

This would mean I can access the Personal Plus from anywhere and not have to go in through my PC
almost 5 years ago in Reckon One / Other 17 New idea

Company Names on Account Invoices

It would be very handy for Reckon One (or other Reckon product) account holders with more than one company attached to have the company name appear on monthly invoices, instead of just the invoice number and customer ID.
almost 6 years ago in Reckon Customer Portal 2 New idea

Highlight the parent category in the item list for easier identification

In the item list is it possible to have the category either highlighted in bold or colour or different font size. For example I have a car brand which has a few different models, this will make it easier to read or locate items.
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add Power Automate as an integration alternative to Zapier

Reckon ONE currently supports most of its integrations through Zapier middleware. Power Automate (formerly MS Flow) is a similar tool offered by Microsoft at a better value.
over 3 years ago in Reckon One / API 1 New idea

The columns in estimate temple needs to be able to be more flexible for email/print.

Printed or emailed formats of estimate are very "un presentable" and not professional. It creates very bad impression about the proposal/quotation. I have been using Accounts hosted and used to change layout to suit to make it nice and presentable.
6 months ago in Reckon One / Invoices & Bills 0 New idea