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Bank Rules - Display Rule Name on screen

the rules button on the bank feeds screen - need to be able to see what Bank Rule is being used. Create a hover function where the name of the rule appears
almost 3 years ago in Reckon Accounts Business / BankData 1 Implemented

Add a new search term for "between"

Rather than using a multi-search condition such as invoices >= $80 and invoices <= $90 it would be quicker and simpler to use a condition such as invoices between 80 and 90 or invoices >80 and <90 to achieve the same result.
almost 5 years ago in Reckon One / Basics (core) 0 Implemented

Hide Closed Bank Accounts from Bank Transactions Dropdown

Currently any closed bank accounts still show up in the dropdown selection menu on the Bank Transactions tab. For example, see attached image. The cash and petty cash accounts are closed but still showing in this menu.
almost 5 years ago in Reckon One / Banking 0 Implemented

The dates in the bank account should default to latest to earliest.

The dates in the bank account should default to latest to earliest. Not the current earliest date to latest. Who cares what happened on the 1st of the month. The most recent transactions should be shown on the first page
about 6 years ago in Reckon One / Banking 1 Implemented

Have a description/help tab on most selections.

If I am unsure what a button does, the only way to look it up is watch endless youtube videos or wait for someone to tell me during work hours from support. Just have a hover over feature that gives you further information about the button or sect...
about 6 years ago in Reckon One / Reports 1 Implemented

VAT return print option

As an accountant, I often print off a VAT return so my client can review and add a wet signature to approve. Reckon One does not allow me to do this. Alternatively, a create PDF option would allow to print or send a copy using a secure portal for ...
about 6 years ago in Reckon One / Basics (core) 0 Implemented

Allow coloured text when sending emails such as invoices from Reckon Accounts Desktop

No description provided
over 4 years ago in Reckon Accounts Business / Desktop & Hosted 7 Implemented

Link to change password from my Reckon Portal profile

At present the only place to change your password is at the login screen. As users will often go to their profile to change a password, there should be a link in this section. Forgot password at login should also include text to change a password.
over 5 years ago in Reckon Customer Portal 0 Implemented

Ability to change Account numbers on ALL Accounts

The default Cash Account, Accounts Receivable, Accounts Payable Account Codes can't be changed. Accountants use their own account numbers often and they need to be able to change these to ones that suite their Account Codes. Or else the chart of a...
over 6 years ago in Reckon One / Basics (core) 3 Implemented

Be able to see the status of an invoice without having to look at the history

It would be really good to be able to see that status of an invoice without having to open the invoice and view the history. For example I create a lot of invoices as I am working on a project and add line items as the work is completed. As a resu...
about 6 years ago in Reckon One / Invoices & Bills 3 Implemented