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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.
almost 7 years ago in Reckon One / Accounting 0 New idea

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

Add file to bills

To see invoices
over 4 years ago in Reckon One / Invoices & Bills 0 Already exists

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

Filter Unpaid Bills report by due date

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

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

Ability to make header accounts non posting in Chart of Accounts

Having the ability to make header accounts non posting so transactions can't be posted would be very handy. Eg wages and salaries should go to Wages and Salaries which is a sub account of Payroll expenses and not the header account. Also if it is ...
almost 6 years ago in Reckon One / Accounting 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