Allow Reckon One users to create their own reports using date from Reckon One. This will allow Reckon One to meet the varied management reporting requirements of businesses and their advisors.
Option to design own invoice, bill and pay slip templates
This would allow clients who moved from desktop ranges to reckon one have that feature which they are already familiar with and expecting the same in reckon one.
Remove "Description is set to" box when creating transaction rules
The "Description is set to" box should be removed from the process of creating a banking transaction rule as I believe any transaction information brought in via bank feeds should be left as is. Some of the information protentially lost if you set...
On the payroll show the total cost of the payroll, amount being paid+tax+super = total. Its nice to see its the amount you put aside to cover all of the employee employment costs
It would be effective to be able to see if an attachement was against an entry in the Reckon Transaction screen. A paperclip against the line would suffice.
Automated email reminders for outstanding invoices
Reckon One should automate the process of chasing up outstanding invoices.
Users can define when invoice reminders are sent (e.g. X days after issue), what text to include in the email reminder and whether to attach the original invoice.
Automat...
I have multiple recurring bank transfers fortnightly and monthly, and this would make life a whole lot easier if it was an automatic occurrence in Reckon One. Also the same for bills. I have multiple subscriptions recurring monthly and I'm not sur...
Add the paid date of an invoice so that when i go into my paid invoices I can quickly see when they were paid without having to go into the "view history" screen.