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Allocate an Item to a Customer

I run a service business and have set up an Item for each customer. It would be helpful to allocate that Item to the Customer so, when I create an invoice for that customer, the Item is automatically imported into the invoice. This would be a very...
over 5 years ago in Reckon One / Accounting 0 New idea

ability to move column in A/R aging summary Report

No description provided
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Support additional timestamp format for bank statement imports

Currently R1 only supports timestamps in the yyyy/mm/dd format. Some of my statements (Airwallex) use a more precise timestamp using the format 2021-10-09T20:08:32+1100 (... as an example). Currently I'm converting statements using macros in a tex...
almost 3 years ago in Reckon One / Accounting 0 New idea

Advanced search filter function for an amount

Have a ctrl "F" function (find) to be able to search for an amount in all transactions. eg One could type in 55.22 and matching entries would show up for us to click on and find parent transaction.
almost 3 years ago in Reckon One / Reports 0 New idea

Populate timesheets - copy previous week in batch

To speed up entry I want to be able to cope the previous weeks projects but enter new time allocations. Saves the tedious job of re-selecting the same projects again and again every week. You can do this in Harvest.
over 5 years ago in Reckon One / Time 0 New idea

Classification option on transaction rules

Urgently needed, as without the option no transaction rules can be made if it requires a classifiction, they all have to be entered manually
almost 3 years ago in Reckon One / Accounting 0 New idea

CashFlow Forecasting

Ability to conduct cashflow forecasting providing insight into the business
almost 6 years ago in Reckon One / Reports 0 New idea

Attach document to receive payment

This would be helpful to attach remittance advices from customers, or a manual hand written docket if cash sale.
almost 3 years ago in Reckon One / Invoices & Bills 0 New idea

Hide reconciled items

Also why can't we hide already reconciled items anymore. I want it back. It was so much easier.
almost 6 years ago in Reckon One / Banking 1 Already exists

Activate a WARNING message if a product is being sold BELOW COST.

This should be relatively easy to put around the cost field of the invoicing section. We have had a few instances where a product was sold way BELOW COST. This could have been prevented just by having this small feature available.
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea