Show transaction ID's for transfers, receipts & payments
Currently Reckon One shows the unique transaction ID's for journals, estimates, invoices, bills, adjustment notes & expense claims.
Can we do the same for transfers, receipts & payments.
We work with Classes to do reporting for separate departments. If each client can be allocated with a class it will save time for me to go through 1000 invoices amonth and put each invoice to a class,
Functionality to allow an accountant / advisor partner to review and submit client VAT returns in bulk.
For partners with many clients, having to go into each client account to perform this task is time consuming. A more efficient way of working i...
Allow financial institutions to be added that don't have the ability to be "connected"
I would like to be able to add finance investment accounts as Bank Accounts, so to be able to have an "other/not listed" option for accounts that aren't in the list. Sure they won't be able to be "connected" but at least I can treat it like a Bank...
Ability to create a report for total sales over a certain amount
It would be great to be able to produce a report for sales over a certain dollar amount - total of an invoice not an individual item which is the only way it can be done now, but misses a lot of information. We are looking to capture all invoices ...
Currently, Open Balance Sales Order gives incorrect balance when Sales Order is partially invoiced. It Adds items not invoiced yet and then adds total GST amount for the original Sales order .
This is a feature in other programs, i can drag and drop onto a bank transaction and it makes the Inoive receipt etc instead of the clunky way reckon is set up where i have to make the invoice, save it, then drag and drop or serch to attatch very ...
When creating Rules in Reckon One, there should be the ability to decide based on “Name”, e.g. if the Name = ‘Telstra Bigpond’, then allocate to “internet” account. Currently appears that you can only write rules based on Description or Reference....