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Reckon One

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Allow Reckon One to send emails from my domain

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 ...
over 4 years ago in Reckon One / Accounting 0 New idea

Ability to save report settings

No description provided
over 4 years ago in Reckon One / Reports 0 New idea

Ability to COPY to a new book, all of the Book structure EXCEPT for Transactions

It would make things much better if I can create a book and set it up with the necessary Chart of Accounts, Items, Customers, Suppliers and other settings and be able to use that book as a template to quickly create new books with the same structu...
over 2 years ago in Reckon One / Other 0 New idea

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...
over 5 years ago in Reckon One / Banking 1 New idea

Add Project column to Account Enquiry Report

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!
about 6 years ago in Reckon One / Reports 0 New idea

Import Customers and Vendors

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.
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

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
about 3 years ago in Reckon One / Invoices & Bills 1 Planning to do

Setting to not use Account Code in accounts

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...
about 3 years ago in Reckon One / Accounting / Reports 0 New idea

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.
over 5 years ago in Reckon One / Accounting 1 New idea

Stop locking invoices after they have been paid

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...
over 6 years ago in Reckon One / Invoices & Bills 1 New idea