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Reckon One

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Download financial transactions to excel as numbers / currency, now text.

Reckon one does not provide running balances and totals in reports, therefore when calculating figures for a period we have to download to excel then minupulate manually. The financial information downloads as text then needs to be changed to numb...
about 6 years ago in Reckon One / Basics (core) 1 New idea

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.
almost 5 years ago in Reckon One / Invoices & Bills 0 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.
almost 5 years ago in Reckon One / Payroll 1 New idea

GST Column on Bank Transactions Screen

Would be great to have the option to add a column showing the amount of GST charged on each transaction recorded in the 'Reckon One transactions' page. We have a number of international transaction that shouldn't be charged GST and would be conven...
about 5 years ago in Reckon One / Banking 1 New idea

Thank you emails

As a Reckon One user, I would like the system to send an automated 'thank you' email to a customer when an invoice is paid. The text for the email could be user designed and utilise existing 'tag' functionality available for Reckon One emails. I ...
over 6 years ago in Reckon One / Basics (core) 0 New idea

To Do List specifically for Payroll module listing current & due date, employee name (optional) & comments and tick box when completed.

Helpful in recording pay rate increases, adjustments, reporting etc for future processing beyond the next pay period and any adjustments or lodgement prompts.
about 5 years ago in Reckon One / Payroll 0 New idea

Classifications (class tracking) PER TRANSACTION LINE

Only tracking at the header level severely limits the potency of this feature. Classification is a reporting function, and therefore is required at the transaction level, which in accounting / business terms is the line level. That is, for forms t...
over 7 years ago in Reckon One / Reports 1 Future consideration

Reckon Portal to show all books as the default view

Rather than having to navigate to different areas to view subscriptions/books that are linked to a partner or shared to you, it would be easier to see all the books you have access to as the main view. From this main view, you should be able to se...
over 2 years ago in Reckon One / Other 0 Planning to do

Ability to rename P & L report to "Report of Income and Expenditure"

There are many organisations such as social groups who only require details of their income and expenditure, they not being a profit making enterprise.
over 2 years ago in Reckon One / Reports 0 New idea

Change Payroll Item Account - past transactions

Have the ability to change past transactions when changing an account linked to a payroll item. At the moment if you change an account linked to a payroll item it only changes future transactions, not past.
almost 4 years ago in Reckon One / Payroll 0 New idea