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Export reports to Excel

It would be very helpful if we could export all reports in Reckon One payroll to Excel
4 months ago in Reckon One / Payroll 1 Already exists

create "Taxable Total" in payslip

The current payslip under pay items has Gross, then subtracts (PAYG+Pre-Tax Deductions) to give a Net Pay. It would be clearer if the Pre-Tax Deductions (eg salary sacrifice) were deducted from the Gross to create "Taxable Total" then decuct the P...
4 months ago in Reckon Web / Payroll 0 New idea

Price level entry

It would be nice if we can view/enter/edit price levels from the relevent Edit item page as well.
over 3 years ago in Reckon Accounts Business / Hosted only 0 New idea

Customers statements filtered by terms

We have over 3,000 customers on different terms and have already used the type field for another purpose. We'd like to be able to email our 7 and 14 days customers more frequently than at EOM without having to select them individually.
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Search by memo field in estimates/ quotes

Easier to search quotes/estimates over a long period of time.
about 1 year ago in Reckon Accounts Business / Hosted only 0 New idea

"Note" section of Invoice

It would be good to have a few stored custom messages to select from, to put in the Notes section at the bottom of the invoice. Reckon Accounts allowed me to select from several stored custom messages. This saves having to cut and paste every time...
over 6 years ago in Reckon One / Invoices & Bills 1 New idea

Transaction Line Items by account

Requestiong the Transaction Line items by account code as this is the ONLY report in Reckon that shows the description per line entry. At present it is not useful as we cannot sort by account code. As an accountant not having this ability makes th...
almost 2 years ago in Reckon One / Reports 0 New idea

Date field in the edit item window to indicate when a cost price has been updated

With many hundreds of items that are quoted sometimes some of them are rarely and many users it is frustrating to not know when and by whom the cost price was updated, This would save considerable time
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Pop up warning for csv imports. Overwritten data cannot be undone.

It is too easy to accidentally overwrite entries in the banking field that have not been appropriated. I recommend a pop up window brings a warning that reads something like ‘ Clear all existing entries in the transaction tab before you import ano...
9 months ago in Reckon One / Banking 0 New idea

Classification Reporting

Ability to filter by classification on all reports. https://community.reckon.com/reckon/topics/reckon-one-enhancements-19-december-2016-imfkqh6iv3359 https://community.reckon.com/reckon/topics/is-class-tracking-available-in-reckon-one
almost 6 years ago in Reckon One / Reports 3 Planning to do