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Reckon One

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Message (email set up)

Hi, when I send out an invoice to a client a standard message come up to the client. I think it would be very good if I could change this message and save it, so that every time I send out a new invoice, this particularly message that I have writt...
over 4 years ago in Reckon One / Invoices & Bills 2 New idea

Dashboard showing balances at today's date

Would be helpful if the Dashboard showed the balance of accounts at today's date. For example, sometimes I like to enter some transactions in advance (i.e. reoccurring transactions or bills set to be paid at a future date) but this throws off my b...
about 6 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

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.
about 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
about 6 years ago in Reckon One / Invoices & Bills 0 New idea

Delivery dockets

Reckon One should be able to produce delivery dockets. Some small businesses do require this feature
about 6 years ago in Reckon One / Invoices & Bills 0 New idea

Adding RESC Columns to payroll reports with in Reckon One

RESC column should be added to the R1 payroll related reports as book keeper and accountants often need to compare results to payment summaries.
over 7 years ago in Reckon One / Payroll 1 Already exists

When entering timesheets, be able to copy the value from above to save time in data entry

This is a productivity backlog item. As a user (or timesheet admin) when I am entering timesheet items in the day or week view, I would like to copy the value from the above row (customer, pay item, etc) so I can save time.
over 4 years ago in Reckon One / Time 0 New idea

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...
about 3 years ago in Reckon One / Invoices & Bills 0 New idea

Timesheet names should be auto set to user logged in

When entering time, it defaults to the person nearest A in the alphabet. Surely it should default to the logged in user?
over 6 years ago in Reckon One / Time 1 New idea