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Reckon One

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Allow user to customise financial year dates for budgets and reporting

Currently, Financial Year is set to the default for the country you are in. However, it would be good to have an option to do a budget for a calendar year.
about 5 years ago in Reckon One / Basics (core) 1 New idea

Tracking Capabilities in Reckon One

Hi, Just wondering if you can add tracking categories to Reckon one so that you can track different business locations or machinery types (track both income and expenses). Is this something in the works? Would be a great feature.
almost 6 years ago in Reckon One / Reports 2 New idea

Stop locking invoices after they have been paid

I have to reallocate a lot of invoices in order to provide a more detailed P&L that my client has requested. For some reason each time an invoice is paid it completely locks down, I have to unlink the payment, change the item, search for the p...
almost 6 years ago in Reckon One / Invoices & Bills 1 New idea

Dashboard Link to Unallocated Transactions from Bank

Put a link on the dashboard to new unallocated transactions from the bank, similar to MYOB Essentials. Very handy as it alerts users to the presence of new transactions from the bank and goes straight to the allocation screen.
almost 6 years ago in Reckon One / Banking 0 New idea

Use creditors invoice number instead of generic Bill number as primary reference.

It would make more sense to have the creditors invoice number as the primary reference instead of a generic bill number. it's easy at a glance to reconcile statements and choose the correct invoice when making payments when looking at the same inf...
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Audit trial report

I would like to run a report that consolidates all change logs (history) in Reckon One. This report should have multiple filter options including User, Date, Transaction Type, Change Type etc...
about 6 years ago in Reckon One / Reports 0 New idea

Journals - Save Draft

Would it be possible to have draft and posted journals, ie you save a journal as draft and can go away and then come back amend it and post it?
about 6 years ago in Reckon One / Basics (core) 0 Future consideration

Update R1 book lock off date each year

As a mini year end routine, Reckon One could update the book lock off date each year, so that transactions in the last financial year cannot be edited as they will be locked down. A user with the right permission could remove the lock off date to...
over 6 years ago in Reckon One / Basics (core) 0 Unlikely to be implemented

A Calendar located in the dashboard to assist customers with their business planning

A calendar that is located in the dashboard for a business to better plan their day. By scheduling their time into the R1 calendar which would could then bump reminders to the mobile app. R1 Admins could schedule their employees work days by acces...
over 6 years ago in Reckon One / Projects 0 New idea

Invoicing ability to multi-select invoices and email several at one

Instead of having to send invoices individually and save each one to show as sent, multi select the invoices for the month and send all with one click
about 1 year ago in Reckon One / Invoices & Bills 0 New idea