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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...
over 6 years ago in Reckon One / Banking 11 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"
about 3 years ago in Reckon One / Accounting 0 Planning to do

Use invoice number OR customer name to allocate receipts

Bank receipts often come in with the invoice number as reference. It would be helpful to be able to allocate by searching either invoice number or customer name rather than go to the invoices page to find out who the invoice was for.
6 months ago in Reckon One / Banking / Invoices & Bills 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.
about 5 years ago in Reckon One / Accounting 9 Planning to do

Payroll Report for Leave Taken

There are times when you need to have a report showing leave taken by employees over a specific area. Currently you can only see what's accrued. Can we have an option to run a report showin what has been taken?
about 4 years ago in Reckon One / Payroll 1 New idea

Link to Transaction Reports from contacts

Would be really good to have a link that takes us to a list of transactions for a particular customer or supplier from their information window. Create Statement is available, but not view transaction list.
over 4 years ago in Reckon One / Reports 4 New idea

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

Invoice search bar

Function to search within the invoice section (paid, unpaid and overdue) to find invoices/clients more quickly. Having to scroll is an absolute pain when I have 40+ outstanding invoices to sift through.
6 months ago in Reckon One / Invoices & Bills 0 New idea

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
over 3 years ago in Reckon One / Banking 4 New idea

A report that TOTALS employee hours paid over a number of pay periods

Add report of TOTAL hours worked (summed) for each employee for one or many pay periods.
almost 3 years ago in Reckon One / Payroll 4 New idea