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Reckon One

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Email settings Invoice template add special tag contact name

So that when you generate the email to customer it can say "Hi contact name" instead of "Hi Organisation name" - in my invoices I want to generate an email that says hi to the first name of the accounts person I am sending to.
over 1 year ago in Reckon One / Invoices & Bills 0 New idea

BankData - Add a 'Contains' Transaction Rule

BankData - Add a 'Contains' Transaction Rule. A lot of the narration that comesfrom the bank includes additional text, i.e EFTPOSBrookvaleMcDonalds20181122154912. A Contains Rule would allow the user to set a 'Contains McDonalds' rule which would ...
about 6 years ago in Reckon One / Banking 4 New idea

Option to select today's date in the reports options

In the drop down date options please add today. Payroll is usually run on today's date so having to choose the actual date will save a lot of time.
over 1 year ago in Reckon One / Payroll 0 New idea

Purchase order numbers on invoice

A number of my customers require purchase order numbers on invoices issued, at the moment the only workaround is a hack to use the address details or some other customisable field. Given that its just HTML, why not add a customisable field that us...
over 4 years ago in Reckon One / Invoices & Bills 0 Planning to do

When viewing an invoice it would be nice to be able to go to previous or next invoice without having to go back to the list of invoices

While viewing an invoice, I would like to be able to scroll through the invoices without having to go back to the full list of all invoices. When I am searching for an invoice it can take a while to go back & forward checking each invoice indi...
about 6 years ago in Reckon One / Invoices & Bills 0 New idea

Export reports to Excel

It would be very helpful if we could export all reports in Reckon One payroll to Excel
7 months ago in Reckon One / Payroll 1 Already exists

Add "Narration" column in Account Enquiry Report

As a User, when I add a narration to a Journal, I should be able to view "Narration" column in my Account Enquiry Report so that I can view the data and filter it according to my needs.
almost 7 years ago in Reckon One / Accounting 0 New idea

Duplicate org address for contacts

When entering contact info for employee of an organisation, copy org address & phone number for contact.
almost 3 years ago in Reckon One / Accounting 0 New idea

Document storage Money In

Centrally host all documentation required for audit, including cash counting records and banking receipts (e.g. for not-for-profit organisations).
over 3 years ago in Reckon One / Other 0 New idea

Printing individual reports by "item"

You can see your "item" list but can't print reports on them. I want the ability to print a report on each individual item listed/used in reckon one. At the moment, in particular with expenses they are all grouped together in a total expense, with...
about 5 years ago in Reckon One / Reports 0 New idea