If a user is looking at 2 reports, eg a trial balance there is no indicator to say which is the more recent report. It would be great to able to add the time & date to the bottom footer of the report. Also this needs to be a field that can be ...
To help keep the R1 Portal dashboard / client list tidy, users should be able to hid deactivated books.
This is also a parity feature with the old R1 provisioning page.
Accountants have their own custom chart of accounts for different type of clients of theirs, they want to be able to import them into Reckon One rather than use the built in chart of accounts.
Ability to change invoice numbering at any point in time
As a Reckon One user I want to be able to change invoice numbering at any time, not just before the first invoice is added. Use case: Migrating from another app and want to match the invoice numbers. I know this may go against local tax authority ...
Use case: employee logs time in R1 timesheets. Manger edits time logged to correct. Having an audit trail of the changes and who made them would add value to the timesheet process.