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When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked

When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 4 Planning to do

Select multiple Bank Transactions to apply the same account

On the Bank Transactions screen i regularly use the ‘allocate payment’ option to cost a number of transactions to the same contact & account. It would save a large amount of time if we could choose the contact & account, then select multip...
about 2 years ago in Reckon One / Banking 0 Planning to do

Rules to include Description "CONTAINS any of these words"

Please include a definition of the Rules in Description to use the filter “CONTAINS any of these words” so a keyword buried inside a string can be found e.g. finding the word “NRMA” from “ MOT705685872210531NRMA”
over 3 years ago in Reckon One / Basics (core) 0 Planning to do

More Bank Data Feeds please

I am not comfortable with the use of third party Yodlee for bank data feeds for my clients as it would require them to breach bank terms and conditions by providing their password to someone else. Direct Bank Feeds are the only way to go. Some fee...
about 4 years ago in Reckon One / Banking 3 Planning to do

Bank Feeds - Hide Transactions

Some Bank Feeds transactions don't match to Reckon Hosted eg Employee Superannuation Liability Payments. Can we have the option to hide these "unmatched transactions"
almost 4 years ago in Reckon Accounts Business / BankData 2 Planning to do

Make it easy for customers to pay themselves if a payment is missed

I recently got a new credit and so my monthly payment declined. I found out when my account was frozen and then saw the emails from Reckon in my junk folder. I then tried to pay by credit card but could not find anyway to do this easily. It should...
almost 4 years ago in Reckon Customer Portal 1 Planning to do

Able to set a pay rate when creating a pay item so when rate changes, it can do it at one time for employees

If is able to set a pay rate at when creating a pay item at payroll setting, it will be very useful when hourly rate changes every year, you can just change once at pay item instead of going into each employee details to do the change.
about 6 years ago in Reckon One / Payroll 2 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

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
about 3 years ago in Reckon One / Invoices & Bills 1 Planning to do

Bank Feed for NAB Credit Cards

Currently Reckon One only allows for credit card bank feeds from a couple of bank facilities. NAB clients have to rely on Yodlee feeds which are next to useless. Can you please get an agreement with NAB and other banks which offer credit cards to ...
about 3 years ago in Reckon One / Banking 1 Planning to do