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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

TAX CODE EXEMPTION include column for account

Please include "account" column option that enables user to quickly scan & confirm if the transaction should not have a tax code. Currently the only way to do this is to open each transaction to inspect if it has been correctly allocated to an...
about 6 years ago in Reckon One / Reports 0 New idea

Delete Supplier Remittance Advice and pdf name for emailing

We need to delete the default Supplier Remittance Advice or at the very least if it is made 'inactive' it should not show as a default when emailing the Supplier Remittance Advice. Also, currently we are unable to change the name of the pdf, it ne...
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Add Print Button to Bank Reconciliation page

This is a logical thing to do. It would have saved me a lot of time searching for how to print out the Bank Reconciliation Statement. i.e. "exporting it" was not intuitive. Thanks :)
about 4 years ago in Reckon One / Reports 0 New idea

Apply a Credit from an Invoice

It would be extreamly handy to be able to apply a credit direct from the invoice to customer. 1) Bring up customer invoice. 2) Click on credit button and select the items to be credited. 3) issue credit and give customer there money back.
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add Barcode column to all Forms

A few years ago we added the BarCode to Purchase Orders, we have had requests to add the barcode across all forms.
over 7 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Merge transactions from two or more different customer/supplier names into one.

I am a proud foundation Reckon One user from 2013. Now, I understand that transactions can be edited, one by one, to merge into another customer/supplier name, but I have lately needed to rename some customer/suppliers and merge their contained tr...
about 2 years ago in Reckon One / Accounting 0 New idea

Ability to export data as CSV

I spend a lot of time entering invoice and bill data into reckon for my P and C uniform shop, which does not make a profit nor pays me for my services I would love to be able to then export the data into an excel spread sheet or as CSV, this would...
about 3 years ago in Reckon One / Invoices & Bills 1 New idea

Alert User that Subscription Has expired /nearing expiry

Feedback from Customer"You need to alert customers to the fact their subscription has expired so they can take immediate action to remedy the situation rather than just lock the book mid-flight with no warning, I wasted two hours of my life trying...
over 7 years ago in Reckon Customer Portal 0 New idea

Template options for notes on invoices

Options for inputting notes into the templates themsevles. Currently manual.
about 4 years ago in Reckon One 1 New idea