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Reckon One

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Fix Invoice Template "Products and Services Invoice" notes section

Hi, Invoice template "Products and Services Invoice" is moving "notes" section and everything below it to a new page even when the first page is 70% blank. This is related to the notes section. When notes are enabled and even 1 (ONE) character...
over 5 years ago in Reckon One / Invoices & Bills 0 New idea

A report that shows all the transactions allocated to a project

Useful for checking that transactions have been correctly allocated to projects. It is very difficult without this report to find which transactions are feeding into the profit and loss report for a project. Could be done by adding an option to th...
over 5 years ago in Reckon One / Reports 2 New idea

Employee access to projects, time and expenses

Someone with the role of "employee" should only be able to create / view those records that relate to them. An employee shouldn't be able to view the time sheets, or expense claims for other employees. Employees should also be able to select a pro...
over 5 years ago in Reckon One / Basics (core) 0 New idea

Attaching PDF Copies of Invoices

Would like to have the ability to attach files for suppliers' invoices.
over 5 years ago in Reckon One 0 New idea

Searching by EXACT Amount

When searching by amount could we please have it default to "exact" rather than "above" as it involves another click to change each time. I am sure when people are searching by amounts they are are looking for an exact amount Also when searching ...
over 5 years ago in Reckon One / Basics (core) 1 New idea

Ability to Edit Description from Bank Transaction Screen

Instead of having to go into Allocate detailed payment, it would be very handy if you could just select your contact, select your account and edit the reference or description or even add a new "memo" column from the list of bank transactions. Jus...
over 5 years ago in Reckon One / Banking 1 New idea

Selection list dropdowns should ALL allow typed selection

Some dropdown lists allow selection by beginning to type the data content. Others do not. This is a widely-used standard method of data selection and its absence is infuriating. Timesheets are one example - ADD a project, then you have to click in...
over 5 years ago in Reckon One / Basics (core) 0 New idea

BankData - Allow a date range to be set within a Transaction Rule

BankData - Allow a date range to be set within a Transaction Rule to cover recurring transactions that fall on a weekend, and are therefore debited on the next business day.
over 5 years ago in Reckon One / Banking 0 New idea

BankData - Add a 'Contains' Transaction Rule

BankData - Add a 'Contains' Transaction Rule. A lot of the narration that comesfrom the bank includes additional text, i.e EFTPOSBrookvaleMcDonalds20181122154912. A Contains Rule would allow the user to set a 'Contains McDonalds' rule which would ...
over 5 years ago in Reckon One / Banking 3 New idea

Allow Bank accounts to have parent/child structure like in the Reckon Accounts business range

This is useful for everyone who is accustomed to accounting software that allows for sub-account structures to be created. This ensures that their reporting meets their needs regarding sub-totaling and general visual structure.
over 5 years ago in Reckon One / Banking 0 New idea