Allow Reckon One users to create their own reports using date from Reckon One. This will allow Reckon One to meet the varied management reporting requirements of businesses and their advisors.
Option to design own invoice, bill and pay slip templates
This would allow clients who moved from desktop ranges to reckon one have that feature which they are already familiar with and expecting the same in reckon one.
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...
Want a report that tells me when and how many hours leave an employee took. Require Employee Name; start and finish dates of leave; type of leave; hours taken. Want to be able to present the report for specific dates.
Automated email reminders for outstanding invoices
Reckon One should automate the process of chasing up outstanding invoices.
Users can define when invoice reminders are sent (e.g. X days after issue), what text to include in the email reminder and whether to attach the original invoice.
Automat...
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...
There really needs to be a report to show the leave taken as a total for each employee. The pay slip show leave balances but not the leave already taken. To have to generate a report to individual pay runs and then add them manually is time consum...