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Reckon Insights

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Add the ability to report on Class (RAH)

No description provided
12 months ago in Reckon Insights / Data source 0 New idea

Data Source - Xero

Add Xero as a data feed.
12 months ago in Reckon Insights / Data source 0 New idea

Gross profit margin ratio

Expressed as a percentage of sales, this is the profit made before deducting indirect costs and expenses. Formula: Net sales - COGS / Net sales
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Add a Customer Lifetime Value calculation

It would be good is Insights coul calculate my 'Customer Lifetime Value'
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Add a Debt to Equity (D/E) Ratio

It would be good to have a Debt to Equity Ratio in Insights. Formula is:Debt to Equity Ratio = Total Liabilities / Total Equity
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Add a Working Capital Ratio (Current Ratio) KPI

It would be good to add a Working Capital (also known as Current Ratio) KPI using the below calculation: Current Ratio = Total Current Assets / Total Current Liabilities
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Add a 'Net Profit Margin' KPI

It would be good to add a Net Profit Margin % KPI using the below calculation: Net Profit Margin (%) = Net Income / Revenue
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Add a default Financial summary

Add a default Financial Summary Dashboard that has P&L, Balance Sheet and ratios (income, performance, position etc)
over 1 year ago in Reckon Insights / Visualisation 0 New idea

By convention, Debits should be before Credits (columns)

Some out of the box reports, eg Payroll Transactions Report have the Credits column first followed by the Debits column
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Different reports should have the same column order.

When viewing different reports, the columns should be in the same order. eg Aged Creditor Detail and Bill List have similar columns but in different orders
over 1 year ago in Reckon Insights / Visualisation 0 New idea