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Reckon One

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Payroll Summary Report to show both Display Name and Employee First and Last Names

Can we have reckon payroll report with options to show display name and employee full name? Right now, payroll summary report showing display name. It is annoying and needs to check employee details to match employee details? or simply show employ...
over 1 year ago in Reckon One / Reports 0 New idea

Bank Rule criteria selecting which bank account to apply the rule to

Clients spend money at same outlet, one bank account it is a business transaction, in another bank account it is a personal transaction. By allowing bank account then rule can be applied.
almost 5 years ago in Reckon One / Banking 0 New idea

Print supplier report with TPAR checked and TPAR amounts for a selected period.

Currently, there is no way to see what the TPAR figures are unless one prints out the whole report before lodging. This is silly. One needs to check the TPAR values for each supplier for checking purposes. A simple way would be just for a listing...
almost 5 years ago in Reckon One / Basics (core) 0 New idea

Ability to import a generic wage worksheet into Reckon One Payroll

If we can import excel format wage worksheets most people would be familiar with, that will save a lot of time and efforts. Especially when tax agents process clients payroll.
almost 5 years ago in Reckon One / Payroll 0 New idea

Ability to set as default "bills" view as contact asc/des or date asc/des, etc

The bill screen in a mess. There should be an option to view it consistently in some sort of order and keep it that way. Every time we close an invoice, after we have found it by either contact name order, date order, bill order (ascending or des...
almost 5 years ago in Reckon One / Invoices & Bills 2 New idea

Copy an invoice line

Allow users to copy a line item on an invoice. Saves time when most details are repeated from the previous line.
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

Default setup for cash basis

When book is set to cash basis (rather than accrual) could 'money in' and 'money out' screens default to 'NEW' instead of 'ALLOCATE' because our transactions are (almost) always going to be new. Especially training new users, cuts out unnecessary...
about 5 years ago in Reckon One / Basics (core) 1 New idea

Find and Replace

The ability to search for a bulk list of transactions with a certain criteria (eg name and account) and change the Account on them all to something else with the click of a button.
about 5 years ago in Reckon One / Basics (core) 0 New idea

Customer transactions report - add coloumn 'status'

Could you please add 'Status' Check box to Customer transactions report as it only shows invoices that are 'approved'. This report would be useful to check my 'draft' invoice details before approving and sending out. But these invoices do not yet ...
over 1 year ago in Reckon One / Reports 0 New idea

Recurring Estimates

It would be good to have recurring estimates like recurring invoices. Then you can do an estimate that occurs often and then cobvert to an invoice.
over 1 year ago in Reckon One / Other 0 New idea