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My ideas: Reckon Insights

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YTD Account Receivable KPI - Filter for all A/R accounts

Currently, this out of the box KPI is filtered by default for an account called 'Accounts Receivable'.This is fine for Reckon one where there is only one A/R account (with this name).However, for RAH, where you can have multiple A/R accounts, it m...
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Asset vs Liabilities Chart - Add a line graph showing Equity

Suggestion: Add a line graph showing equity (assets less liabilities) over the chart.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Ability to Manage by User in the Management Tool

At the moment, you can manage by Data Feeds or Folders. It would be great if you could also manage by User. Eg, select a User and see all the feeds and folders they have access to and change those permissions
over 2 years ago in Reckon Insights / Management app 0 Planning to do

Set to Schedule to run a certain number of times or have an end date

Would be handy if a parameter could be added to stop the schedule. For example, if you are working on a project and you want an update via schedule each morning for say 14 days, or 8 instances, or until a certain date.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Ability to set a schedule with multiple formats

I want to create a schedule and (for example) receive the data as a chart and also as an XLS. At the moment I have to create two schedules and receive two emails.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Duplicating Schedules

It would be handy to be able to duplicate schedules both in a particular report, and from other report schedules.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Save a favourite filter(s)

It would be really useful if a business is reporting across multiple data files or books, to be able to save a favourite filter so this can be used on various reports. That is, same filter.. different reports.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Data Source - Dynamics 365 (Business Central)

Add Dynamics 365 (Business Central) as a data feed.
over 1 year ago in Reckon Insights / Data source 0 New idea

Data Source - Netsuite

Add Oracle Netsuite as a data feed.
over 1 year ago in Reckon Insights / Data source 0 New idea

Data Source - Zoho Books

Add Zoho Books as a data feed.
over 1 year ago in Reckon Insights / Data source 0 New idea