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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

Option to reset all filters on a list page

Reset Filters Icon At the top of the lists page can we have an icon that resets all of the filters currently applied instead of having to reset each filter individually.
over 6 years ago in Reckon One / Accounting 0 New idea

Option to remove entering receipt number for eftpos

Not required and time consuming in busy periods
about 5 years ago in Reckon Cloud POS 2 New idea

Table manager function

To make Cloud POS more useful for restaurants, add in table manager functionality.
over 6 years ago in Reckon Cloud POS 0 New idea

Payroll Summary Report to show date of selected pay run, not say ...for the month ending 30 Sept19

Every time we do a pay run we want a report for that particular pay day. We can select to just show the figures for one pay run but the heading still states "For the month ending...". This is incorrect.
about 5 years ago in Reckon One / Payroll 1 New idea