This would help to reduce the rates of emails that go to Junk. I do this with Vbout, the Marketing Automation program that I use. I create DKIM, SPF and DMARC Policy records. These are then entered as TXT records in my cPanel and allow the system ...
Add the ability to import Customers and Vendors. I would be up and running a whole lot quicker rather than waiting for a Reckon Team Member to import these things for me, up to 5 or more days after getting started.
Why does the "Description" field in a rule need to be Fixed. Can it be the original "Description" ?
When importing transactions you can "adjust" bank data to clean the import by adding a code such as "Sponsor" to the description or "Dave Fields - 115" to reflect the invoice. Rules should be able to look for "Sponsor" or "Dave Fields" but still i...
Provide a Intray to import invoices into reckon one
save time on data entry - you can create a bill from these suppliers, from the In tray Means no invoice is missed by human error We can forward supplier invoices from other programs to In tray
Create a setting to NOT use account codes, which would also then by default UNTICK the Code in all reports. If that is not possible create a new setting under Settings > General > Report settings That can be ticked or unticked to use Account...
Please, in the Account Enquiry report can there be a column for Projects - so can see if projects have been assigned to all necessary transactions. This would be a great help!
Allow user to customise financial year dates for budgets and reporting
Currently, Financial Year is set to the default for the country you are in. However, it would be good to have an option to do a budget for a calendar year.
I have to reallocate a lot of invoices in order to provide a more detailed P&L that my client has requested. For some reason each time an invoice is paid it completely locks down, I have to unlink the payment, change the item, search for the p...
Dashboard Link to Unallocated Transactions from Bank
Put a link on the dashboard to new unallocated transactions from the bank, similar to MYOB Essentials. Very handy as it alerts users to the presence of new transactions from the bank and goes straight to the allocation screen.