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Reckon One

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Sort Accounts List Export by Account Code, not Account Name

That's how it should work! Yes, typically for expenses, they should align, but not all sections do, e.g. Balance Sheet, COGS, Income, etc
almost 3 years ago in Reckon One / Reports 0 New idea

Update R1 book lock off date each year

As a mini year end routine, Reckon One could update the book lock off date each year, so that transactions in the last financial year cannot be edited as they will be locked down. A user with the right permission could remove the lock off date to ...
almost 7 years ago in Reckon One / Accounting 0 Unlikely to be implemented

Running balance for bank rec

No description provided
almost 4 years ago in Reckon One / Banking 0 New idea

A Calendar located in the dashboard to assist customers with their business planning

A calendar that is located in the dashboard for a business to better plan their day. By scheduling their time into the R1 calendar which would could then bump reminders to the mobile app. R1 Admins could schedule their employees work days by acces...
about 7 years ago in Reckon One / Projects 0 New idea

Reinstating "Individuals" as an option for Customers

When I started using Reckon One there was an option for classifying your customers as either "Individuals" or "Business". Somewhere down the line the option for Individuals was removed and everyone now is "Business". Can we PLEASE reinstate the "I...
about 4 years ago in Reckon One / Invoices & Bills 0 Unlikely to be implemented

Ability to insert a note automatically into new invoices created instead of copying and pasting each time

We like to advise our customers of up coming events and it would be great to have the ability to insert default script into notes with out typing or copying and pasting each time.
over 5 years ago in Reckon One / Invoices & Bills 1 New idea

Payroll Summary Report to show date of selected pay run, not say ...for the month ending 30 Sept19

Every time we do a pay run we want a report for that particular pay day. We can select to just show the figures for one pay run but the heading still states "For the month ending...". This is incorrect.
over 5 years ago in Reckon One / Payroll 1 New idea

TAX CODE EXEMPTION include column for account

Please include "account" column option that enables user to quickly scan & confirm if the transaction should not have a tax code. Currently the only way to do this is to open each transaction to inspect if it has been correctly allocated to an...
over 6 years ago in Reckon One / Reports 0 New idea

Include classification option when creating transaction rule

Transaction rules are great for quick coding but if you are a business using classifications, you have to go into each individual transaction after it has been coded using transaction rules to include classification
over 5 years ago in Reckon One / Banking 0 Planning to do

Create Woocommerce or Wordpress plugin

couldn't get Zapier to work to make connection
about 3 years ago in Reckon One / API 3 Unlikely to be implemented