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Reckon One

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Attachment visibility

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.
3 months ago in Reckon One / Banking 0 New idea

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...
2 months ago in Reckon One / Banking 0 New idea

Add "cc" option to recurring invoices

I have several clients that require invoices sent to 2 contacts. These are are recurring invoices monthly. Currently there is not an option to add a cc or second email address to the recurring invoices.Can be considered?
4 months ago in Reckon One / Invoices & Bills 1 New idea

Add a Refresh Button for Bank Feeds

One the banking interface window the date shown of the last import date is often not up to date. This is fixed when I use my browser refresh button, but there should be a refresh button within the program. Also should display the internet bank bal...
4 months ago in Reckon One / Banking 0 New idea

I need an item quantity and value report.

No description provided
3 months ago in Reckon One / Invoices & Bills / Reports 0 New idea

Allow imported bank transactions to be split

We receive inbound payments using a bank feed. Some of these payments need to be allocated to multiple customer accounts. Currently it is not possible to do this in Reckon One. We would like to be able to split a transaction to multiple contacts w...
over 6 years ago in Reckon One / Banking 21 Planning to do

Reckon One report builder

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.
about 6 years ago in Reckon One / Reports 5 Planning to do

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.
over 7 years ago in Reckon One / Invoices & Bills / Payroll 2 Planning to do

Matching Rule - Transfer From 'All accounts'

At present, when undertaking 'Transfer Money', there is the option to transfer from 'All Accounts - Not just bank accounts'; however when you create a rule, you can only Transfer from bank accounts. Having the option to transfer from, not only ban...
6 months ago in Reckon One / Banking 2 New idea

Use invoice number OR customer name to allocate receipts

Bank receipts often come in with the invoice number as reference. It would be helpful to be able to allocate by searching either invoice number or customer name rather than go to the invoices page to find out who the invoice was for.
4 months ago in Reckon One / Banking / Invoices & Bills 0 New idea