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Template allocation for Customers

It would be a great idea to be able to allocate preferred template to each client in client set up. Eg I do have some clients who want to see what class is allocated to transactions in bills, whilst others don't.
over 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 New idea

Allow me to select my correct address

It will only allow to select from drop menu, does not allow my correct address.
about 5 years ago in Reckon Customer Portal 1 New idea

Stripe Direct feed for Bank Data in Reckon One

A direct bank feed for Stripe data. Zapier is an unreliable workaround and users would be better serviced by a direct bank feed for Stripe Data in Reckon One
over 3 years ago in Reckon One / Banking 0 New idea

Create Invoices from Timesheet (Time Track) Data

Using the item or service description, date, hours worked and the Client or Supplier name (match to Supplier details loaded in Reckon One) from the timesheets created in Time Track, it should be possible to generate an invoice for the supplier. Th...
over 1 year ago in Reckon One / Invoices & Bills 0 New idea

Allow Reckon One to Import Timesheet Data from 3rd Party Mobile App

Employees enter their hours worked on their mobile phone via a 3rd party (or Reckon?) mobile app. Reckon One imports the data and enables a Pay Run to be created from this data.
over 1 year ago in Reckon One / Payroll 0 Planning to do

Estimates to have option to change the item visibility within groups between hidden and not hidden for ordering purposes

We would like to be able to change an estimate with a group in it from not showing items to showing without having to go into the item list and unticking or ticking the box for this to happen. As for the customer we like it to be nice and short an...
over 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Ability to Edit Bill Entry (even when it has already been paid)

Sometimes there was an error in categorising the bill (eg subscriptions/licenses/filing fees) Need to be able to reallocate the expense to the proper category otherwise we end up with multiple reversal journal entries
about 5 years ago in Reckon One / Invoices & Bills 0 New idea

Default Template - Payroll Totals

Add a default template that shows a summarised breakdown of amounts per employee
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Payroll Liability Balances

Add a default template that shows a monthly Balance of each Payroll Liability
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Payroll Detail Review

Add a default template that shows a detailed breakdown of each payroll item per employee
over 1 year ago in Reckon Insights / Visualisation 0 New idea