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Save a favourite filter(s)

It would be really useful if a business is reporting across multiple data files or books, to be able to save a favourite filter so this can be used on various reports. That is, same filter.. different reports.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Need to be able to specify default Item type as Service or Product in Settings.

The item type defaults to 'Product'. We only sell 'Services'. We continually ste-up many Items reflecting bespoke Tasks to be billed to clients on a project-by-project basis. We need a setting that allows the default item type to be a Service. The...
over 2 years ago in Reckon One / Accounting 0 New idea

Need to have option to bill by Project with reference fields at Project level included in the invoice header

We typically bill our client organisations spearately for different Projects and need to be able to specify PO numbers, Contract numbers etc in the Header, taken from Fields in the Project set-up, including the Project Description (!). Manually in...
over 2 years ago in Reckon One / Invoices & Bills / Projects 0 New idea

Ability to apply a whole bill to one job instead of having to do it line by line

Save time
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Still can't access Tax Liability accts from enter bill

Clients do NOT handle Jnl entries well, it would be very useful to be able to enter the ATO BAS bill for clients just to pay and make payment against bill, but for years I have saying you cannot access the TAX liabl accts from bills, therefore cli...
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Add attachments to Reckon One Invoices created & create own invoice numbers

A lot of my clients use manual invoice books still, or from another app system (yes they don't like R1 inv app). It would be great to be able to attached a shot of the original manual invoice when creating in R1. Also be able to use the same invoi...
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Cashflow reports

No description provided
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Keeping sort for list names

Would it be possible to keep the desired sort selection (ascending/desending) when accessing the customer/supplier lists?
about 5 years ago in Reckon One / Accounting 0 New idea

Surcharge button

Public Holidays we have a surcharge and there is no ability to do this unless individually change the price on every item when entered (this takes too long)
about 5 years ago in Reckon Cloud POS 1 New idea

Markup options for Items when adding time/cost

When adding time/cost to an invoice, have the markup option on the Items tab, the same way we have on the expense tab.
almost 8 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea