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Transactional Data Matching

Automatically display matching transactions for selection in first instance, rather then having to search for the match
over 3 years ago in Reckon Accounts Business / BankData 0 New idea

Ability to attach a default template to customers in recurring invoices

Currently with recurring invoices one has to name the recurring invoice and setup the invoice individually for each customer. It would be good to have a template we could setup with standard details and then attach that to the customer instead of ...
almost 5 years ago in Reckon One / Invoices & Bills 1 New idea

Ability to attach my bank statement to a reconciliation

When I have created a reconciliation I would like the ability to attach the soft copy of the statement (eg pdf) to the reconciliation.
about 4 years ago in Reckon One / Banking 0 New idea

Highlight the parent category in the item list for easier identification

In the item list is it possible to have the category either highlighted in bold or colour or different font size. For example I have a car brand which has a few different models, this will make it easier to read or locate items.
almost 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add Power Automate as an integration alternative to Zapier

Reckon ONE currently supports most of its integrations through Zapier middleware. Power Automate (formerly MS Flow) is a similar tool offered by Microsoft at a better value.
over 3 years ago in Reckon One / API 1 New idea

Retain Original Description on Transaction Rules

Currently using transaction rules forces you to set the transaction description to a specific value. Not very helpful to have all of one type of transaction have the same description. Can you add a button next to description that allows you to "Re...
about 5 years ago in Reckon One / Banking 3 New idea

Reconciliation of Liability Bank Accounts

Bank Loans are usually set up as Liability Accounts not Bank Accounts. Ability to reconcile is essential. At the moment, there is no option to reconcile a liablity account
almost 4 years ago in Reckon One / Banking 0 Already exists

This is for Reckon Personal Plus - could you make an online product for this, rather than standalone licence for a PC

This would mean I can access the Personal Plus from anywhere and not have to go in through my PC
over 4 years ago in Reckon One / Other 17 New idea

POs Purchase Orders linked to the customer/ job not the contractor/ supplier

When an estimate is completed this then gets transferred to a PO for the relevant supplier, from the Customer/JOB. This PO should be also linked to the custmer/ job, where it comes from, so when you are looking at that Customer list/ Job - All Tan...
about 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add an out of the box 'Customer Sales' dashboard

Add a new out of the box Dashboard specifically focused on Customers. Some of the Metrics that could be included on this Dash are: New Customers MTD & YTD Previous Month & Year Repeat Customers MTD & YTD, Previous Month & Year Orde...
over 1 year ago in Reckon Insights / Visualisation 0 New idea