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Include classification option when creating transaction rule

Transaction rules are great for quick coding but if you are a business using classifications, you have to go into each individual transaction after it has been coded using transaction rules to include classification
about 5 years ago in Reckon One / Banking 0 Planning to do

Being able to pay multiple bills from the bank data screen - Currently can only complete in BILL section

Currently only the "BILL" shows up not the Reference Number ( Supplier Tax Invoice) Really when entering Bills we Enter the Suppliers Tax Invoice Number the Bill Reference which we can't Change anyway is more of a "Software Unique number" Any form...
over 3 years ago in Reckon One / Invoices & Bills 1 Planning to do

Ability to add an application to invoices that asks for a review from the customer

Reviews have become the go to for anyone looking for a service or to buy a product. It would be useful to have an application that works when emailing invoices instantly asking customer for a review with links to those social media places, like Fa...
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 Planning to do

Add phone numbers as contact list columns

I would like the ability to view phone numbers in my contacts list. As a column I can then use Reckon One's column filters to search contacts by number.
over 6 years ago in Reckon One / Accounting 0 Planning to do

Percentages on dashboard

On the Reckon One dashboard, give the user the option to show graphs with percentages rather than values. E.g. on the top customers and top income widgets.
over 6 years ago in Reckon One / Reports 0 Planning to do

Reckon Portal to show all books as the default view

Rather than having to navigate to different areas to view subscriptions/books that are linked to a partner or shared to you, it would be easier to see all the books you have access to as the main view. From this main view, you should be able to se...
almost 3 years ago in Reckon One / Other 0 Planning to do

1 invoice for all your subscriptions instead of multiple

At the moment, I see a lot of bank debits of $5-7 from my bank statement (around 30 lots of these). It would be much more better if you could just make a single invoice for all our client's subscription, and thereby have them all on the same cycle.
over 4 years ago in Reckon Customer Portal 0 Planning to do

Data Source - Square

Add Square payments as a data source.
over 1 year ago in Reckon Insights / Data source 0 Planning to do

Data Source - Stripe

Add Stripe payments as a data source.
over 1 year ago in Reckon Insights / Data source 0 Planning to do

Gross payment flag for bill credit via API for Reckon Accounts Hosted

With the recent Reckon upgrade (2021 R2), we can send gross amounts for bills via API but this cannot be done for bill credits. It would be great if this can be done too just to avoid the rounding issues and also keep it consistent.
over 3 years ago in Reckon Accounts Business / API 0 Planning to do