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Reckon One

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Customer transaction report improvement

It would help greatly to show invoices and receipts as positive and negative numbers as they show in the TB Accounts Receivable report. An option for two columns - debit and credits would be even better.
about 7 years ago in Reckon One / Accounting 0 New idea

Allow Bank Account for Customers - create Bank Payment for Direct Credit refunds

Problem: Inability to refund a Customer who pays by direct credit to your bank account via the Bank Payments ABA file. Solution: Allow Customers to have an associated Bank account. Current Workflow: [1] Create Customer Adjustment Note (CAN) for re...
almost 3 years ago in Reckon One / Invoices & Bills 0 New idea

Attach documents with Invoice

Yes there is attachment with purchase bills but the same is not available for invoices. I request similar facility for invoices as well. My client is a service provider who gives services at customer premises and offices. The staff carry delivery ...
almost 6 years ago in Reckon One 2 New idea

Dashboard showing balances at today's date

Would be helpful if the Dashboard showed the balance of accounts at today's date. For example, sometimes I like to enter some transactions in advance (i.e. reoccurring transactions or bills set to be paid at a future date) but this throws off my b...
almost 6 years ago in Reckon One / Reports 0 New idea

Filter Unpaid Bills report by due date

No description provided
almost 3 years ago in Reckon One / Reports 3 New idea

Add Customer's Account Balance after name on Customer List

This should obviate the need to generate a Statement every time one needs to know a customer's account status. Could be a part of dashboard perhaps.
almost 6 years ago in Reckon One / Invoices & Bills 1 New idea

Show grand total in 'Total Amount' and 'Balance remaining' columns in Invoices and Bills

Show a total to the 'Total Amount' and 'Balance remaining' columns for Bills and Invoices so grand totals can be seen for each category of filters (eg: by date/customer/paid/unpaid status) as well as grand total when unfiltered
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

When entering timesheets, be able to copy the value from above to save time in data entry

This is a productivity backlog item. As a user (or timesheet admin) when I am entering timesheet items in the day or week view, I would like to copy the value from the above row (customer, pay item, etc) so I can save time.
over 4 years ago in Reckon One / Time 0 New idea

Turning off Account Codes

It would be great if you could turn of account codes for the book and they then wouldn't show up in reports
almost 3 years ago in Reckon One / Reports 0 New idea

Timesheet names should be auto set to user logged in

When entering time, it defaults to the person nearest A in the alphabet. Surely it should default to the logged in user?
about 6 years ago in Reckon One / Time 1 New idea