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My ideas: Reckon One

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Tax information on Statements

GST / VAT information for each invoice displayed on Statements.
about 5 years ago in Reckon One / Invoices & Bills 0 New idea

Account options for Superannuation in Payroll setup

I'm trying to use the chart of accounts to set up different activity account streams. The account selection options for superannuation are restrictive. The account options for "Earnings" are extensive, the account options for "Superannuation" are ...
about 5 years ago in Reckon One / Accounting 1 New idea

Re-allocation of expenses and income entries when an entry is posted to the incorrect account.

It would be really helpful please if the user could reallocate an expense or income item when an incorrect posting has occurred. Once the bank account is reconciled, the only way to reallocate an incorrect posting is to undo the bank reconciliatio...
over 5 years ago in Reckon One / Banking 0 Already exists

Having a Search Bar at the top of the Contacts Lists

Having the ability to search for a Contact (like we can when creating a transaction) rather than scrolling down the lists would save a lot of time and avoid the possibility of creating a duplicate entry. Preferably the search would look for the se...
over 5 years ago in Reckon One / Accounting 2 Already exists

Pre-fill line details for payments / bills for Suppliers

I would like to be able to call up a supplier and have the option of pre-fill from last payment
over 5 years ago in Reckon One / Invoices & Bills 0 New idea

Transfer Collected GST to a specific bank account for storage

There is a very nice feature in Reckon One which allows PAYG withholding to be sent to a particular contact's bank account for storage until it is required to be paid. It would be great to be able to do the same with GST collected on invoices. Thi...
over 5 years ago in Reckon One / Accounting 1 New idea

Item Pricing Level & Quantity Breaks Pricing

Would love if IPA Books+ allows Item Pricing Levels for different types of Clients and Item Quantity Break Pricing.
over 5 years ago in Reckon One 0 New idea

Dashboard PDF export

Our dashboard is configured to show a quick and easy snapshot of our current financial position - account balances, net position, top income, top expenditure, top customers. It would be great to be able to share this dashboard to our team via a PD...
over 5 years ago in Reckon One / Reports 0 Future consideration

Profit & Loss Detailed

Gives more info and then I don't need a transaction report. Also the transaction report doesn't show totals. I am a church treasurer and have been asked for more detail than your current P&L give
over 5 years ago in Reckon One / Accounting 0 New idea

Text Box on Balance Sheet

It would be handy to have a text box on the Balance Sheet for such things as an Audit Certificate or special messages, rather than having the need for a separate document
over 5 years ago in Reckon One / Reports 2 New idea