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Download financial transactions to excel as numbers / currency, now text.

Reckon one does not provide running balances and totals in reports, therefore when calculating figures for a period we have to download to excel then minupulate manually. The financial information downloads as text then needs to be changed to numb...
over 6 years ago in Reckon One / Accounting 1 New idea

Add a, 'Make a Copy' button to the transaction edit header options.

It would be helpful to have the option to duplicate/copy the a 'Receive money' transaction as a once-off template for a new transaction. I recognise that for Invoices there is a workaround by using a Reccuring Invoice Template, and selecting 'copy...
about 5 years ago in Reckon One / Invoices & Bills 1 New idea

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

Archive Customers who have been inactive for longer than a custom length of time

It would be good the make customers or Quotes as inactive after a length of time. Custom would be good as after 2 years we would like to archive customers or after 6 months make quotes inactive etc. Would help tidy up our customer list etc.
about 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Security levels for staff in Payroll

Some staff who have access to payroll, set security level so they can't see certain employees wages. e.g. only certain staff members can process wages for Manager/Executive
almost 4 years ago in Reckon Accounts Business / Desktop & Hosted 0 Unlikely to be implemented

Allow users to specify the default view shown on Portal login

This is similar to the idea posted here: https://ideas.reckon.com/ideas/RKN1-I-499 Users should be able to specify the default view that is loaded upon login. This should include the view, and the default company loaded. This would alleviate a num...
about 5 years ago in Reckon Customer Portal 4 New idea

Return on Investment Ratio

Calculates the profits of an investment as a percentage of the original cost. Formula: Net Profit after Taxes / Total Investment
over 1 year ago in Reckon Insights / Visualisation 0 New idea

After-Tax Profit Margin on Sales

Used to measure the operating efficiency of a business by determining the percentage, or ratio, of sales that have turned into after-tax profit. Best used in conjunction with other ratios or for benchmarking against business's of similar size...
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Pre-Tax Profit Margin on Sales Ratio

Used to measure the operating efficiency of a business by determining the percentage, or ratio, of sales that have turned into pre-tax profit. Formula: Net Profit before Taxes / Sales
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Total Asset Turnover Ratio

Measures the efficiency with which a company uses its assets to produce sales. Formula: Net sales / Average assets for the period (Total Assets = average for the period calculated)
over 1 year ago in Reckon Insights / Visualisation 0 New idea