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Reckon One

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Ability to have the profit and loss report to be split into relevant financial periods

Ability to have the profit and loss report to be split into relevant financial periods (yearly with multiple years, annual by month or annual by quarter).
over 6 years ago in Reckon One / Accounting 1 New idea

Attachment visibility

It would be effective to be able to see if an attachement was against an entry in the Reckon Transaction screen. A paperclip against the line would suffice.
8 months ago in Reckon One / Banking 0 New idea

Transaction rules to also perform wildcard searches

Currently transaction rules have multiple search options available however none of these options perform a wildcard search. Sometimes you need the rule to identify some text within a string of text. Currently you cannot do this in R1. I'm sure thi...
almost 7 years ago in Reckon One / Banking 12 Future consideration

Ability to add credit card surcharge percentage to invoices

It would be great if we could do up an invoice as normal and then because the customer wishes to pay by credit card we could then enter the Bank percentage charge to the invoice instead of having to manually calculate and enter the figures on the ...
over 2 years ago in Reckon One / Invoices & Bills 0 New idea

Payroll Report for Leave Taken

There are times when you need to have a report showing leave taken by employees over a specific area. Currently you can only see what's accrued. Can we have an option to run a report showin what has been taken?
over 4 years ago in Reckon One / Payroll 2 New idea

Use invoice number OR customer name to allocate receipts

Bank receipts often come in with the invoice number as reference. It would be helpful to be able to allocate by searching either invoice number or customer name rather than go to the invoices page to find out who the invoice was for.
9 months ago in Reckon One / Banking / Invoices & Bills 0 New idea

Recurring journals

As a bookkeeper, accountant or business owner I require recurring journals for end of month and end of financial year adjustments.
over 5 years ago in Reckon One / Accounting 9 Planning to do

Remove "Description is set to" box when creating transaction rules

The "Description is set to" box should be removed from the process of creating a banking transaction rule as I believe any transaction information brought in via bank feeds should be left as is. Some of the information protentially lost if you set...
8 months ago in Reckon One / Banking 0 New idea

Ability to Create Purchase Orders and then Convert to Bills to Pay

I have Clients that enjoy the product but need the facility to create purchase orders that are linked to projects and they can email to suppliers. Then they need the ability to convert these to bills to pay.
almost 7 years ago in Reckon One / Invoices & Bills 2 Planning to do

Copy address details

It is very time consuming to manually copy address details to the postal address, shipping address, etc. Looking for a button that says "use same as in postal address"
over 3 years ago in Reckon One / Accounting 0 Planning to do