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Reckon One

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Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline

Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.
over 6 years ago in Reckon One / Reports 1 New idea

Allow quick access to a project from invoice list or invoice details

Hi there. I'd like to be able to quickly access a project (with an hyperlink) from the invoices overview or, failing that, from an invoice's detail by making the "Project" item an hyperlink to the actual project. Right now this operation requires ...
over 6 years ago in Reckon One / Projects 0 New idea

Transaction Line Items Report (Advisor) - Allow Filtering by Account Code

At times you just want to look at a particular account, so adding this ability to filter the report is necessary. Also would speed up the report.
over 3 years ago in Reckon One 0 New idea

Account Enquiry Report - Add Project Field to the Report

When running this report it currently does not display the project costing applied to the transactions which causes more work to reconcile individual projects. For example: Currently you can run a profit and loss report by project but then when yo...
over 3 years ago in Reckon One 0 New idea

Payrun report showing leave accrued and leave balances

With many part time employees we must check their leave balances and ensure the correct amount of leave is accruing each pay run. It would be useful if there was a report showing leave accrued and leave balance for each employee per pay run. The p...
over 6 years ago in Reckon One / Reports 0 New idea

Additional Customer Invoice Payment Terms

Add additional default terms that would be present in a blank new book such as Net 7 Net 14 Net 21 Net 60 Net 90 This is useful for end users who are migrating from other competitor platforms also who do have similar terms. Such as "7 days", "14...
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

Default Date range for bank data

This is a simple change with Bank data feeds At present you manually select the date range. It would be good if it would default to th elast date range selected. For Example I always select 'Yesterday'. Some others may select 'Last Week'. It would...
over 3 years ago in Reckon One / Banking 0 New idea

Paid forms (bills, SAN's, CAN's, Expense claims) to have clickable links to their link payments

Currently if you view a paid invoice you have the ability to access the receipt via a clickable link. This functionality has not been applied to the other paid forms (bills, SAN's, CAN's and expense claims).
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

The ability to Pro-rata employee allowances, when completing payruns

The total costs of the allowances, super etc would be tallied and spread to each project the employee worked on instead of having to individually complete every project for every allowance
over 3 years ago in Reckon One / Payroll 0 New idea

Timesheets to include project - is included in payroll section

[Edited by Reckon based on Customer's comment response] Need Project option in time sheets - it is in the Payrun section (without needing the medium module) so why not in the Timesheet (without needing the medium project module) - In all the years...
over 3 years ago in Reckon One / Time 2 New idea