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Add filter for selected chart of accounts in P&L

The Account Inquiry report has an option to filter the report by selected accounts. The same option in the P&L would allow me to create a smaller P&L for a sub-set of accounts. For example, I have an investment property for which I would l...
over 3 years ago in Reckon One / Reports 0 New idea

Be able to attached suppliers invoice before saving

It would be nice if we can attached the supplier tax invoice during data entry on Bills and in bank transaction allocation of payment before saving. It is too time consuming to have to save the entries first before we can attached the copy of invo...
over 1 year ago in Reckon One 0 New idea

Why does the "Description" field in a rule need to be Fixed. Can it be the original "Description" ?

When importing transactions you can "adjust" bank data to clean the import by adding a code such as "Sponsor" to the description or "Dave Fields - 115" to reflect the invoice. Rules should be able to look for "Sponsor" or "Dave Fields" but still i...
about 5 years ago in Reckon One / Banking 0 New idea

Tracking Capabilities in Reckon One

Hi, Just wondering if you can add tracking categories to Reckon one so that you can track different business locations or machinery types (track both income and expenses). Is this something in the works? Would be a great feature.
almost 6 years ago in Reckon One / Reports 2 New idea

Stop locking invoices after they have been paid

I have to reallocate a lot of invoices in order to provide a more detailed P&L that my client has requested. For some reason each time an invoice is paid it completely locks down, I have to unlink the payment, change the item, search for the p...
almost 6 years ago in Reckon One / Invoices & Bills 1 New idea

Dashboard Link to Unallocated Transactions from Bank

Put a link on the dashboard to new unallocated transactions from the bank, similar to MYOB Essentials. Very handy as it alerts users to the presence of new transactions from the bank and goes straight to the allocation screen.
about 6 years ago in Reckon One / Banking 0 New idea

Link suppliers to expense accounts

When a saved supplier is called up to link to an existing bank transaction, it should also be able to call up the linked expense account.
over 4 years ago in Reckon One / Basics (core) 0 New idea

Turn on "To be emailed" option for invoices only (not sales orders)

At present when the "Automatically check To be emailed" preference is selected it will turn this on for Sales Orders and Invoices. It would be useful to be able to select the preference just for invoices as we do not want to automatically send sal...
over 2 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Merge transactions from two or more different customer/supplier names into one.

I am a proud foundation Reckon One user from 2013. Now, I understand that transactions can be edited, one by one, to merge into another customer/supplier name, but I have lately needed to rename some customer/suppliers and merge their contained tr...
over 1 year ago in Reckon One / Basics (core) 0 New idea

Use creditors invoice number instead of generic Bill number as primary reference.

It would make more sense to have the creditors invoice number as the primary reference instead of a generic bill number. it's easy at a glance to reconcile statements and choose the correct invoice when making payments when looking at the same inf...
about 6 years ago in Reckon One / Invoices & Bills 0 New idea