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Reckon One

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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...
about 6 years ago in Reckon One / Banking 10 Future consideration

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 2 years ago in Reckon One / Basics (core) 0 Planning to do

Budget entry - code order

For entering budget amounts it would be helpful for accounts to be sorted in account code order instead of alphabetically
4 months ago in Reckon One / Reports 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 4 years ago in Reckon One / Basics (core) 8 Planning to do

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.
about 6 years ago in Reckon One / Invoices & Bills 2 Planning to do

Quick add suppliers when adding contact in fast coding

Make it easy to quickly add a new supplier/contact when allocating contact to transaction in fast coding window - rather than needing to go into new window to create it - similar feature exists in desktop version of reckon accounts
almost 3 years ago in Reckon One / Banking 4 New idea

ReckonOne reports - add calendar year options

ReckonOne Reports - A very simple modification that would save having to constrantly enter custom date ranges. i.e This Calendar Year, Last Calendar Year. I would have thought such a basic selection would have been included from day one.
10 months ago in Reckon One / Reports 0 New idea

Invoicing ability to multi-select invoices and email several at one

Instead of having to send invoices individually and save each one to show as sent, multi select the invoices for the month and send all with one click
12 months ago in Reckon One / Invoices & Bills 0 New idea

Allow attachments to be sent with invoices/estimates

Ability to send photos, certificates etc with invoices and quotes
almost 5 years ago in Reckon One / Invoices & Bills 0 New idea

Make the invoice header custom note field editable

Would like the header custom note field to be editable on each individual invoice like the note field in the footer section. This will allow for specific delivery instructions to be added near the delivery/ship to address.
9 months ago in Reckon One / Invoices & Bills 0 New idea