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Reckon One

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Add bank account column to receipt list page and payment list page

Make Payments List – add Bank Account Column On the Make Payments window, add an optional Column, Bank Account. I often need to see which account a payment was made from this is also good to see duplications.
almost 6 years ago in Reckon One / Banking 0 New idea

Budget column headers to remain in view when scrolling

When viewing a budget with a high number of rows (eg. 100 per page), once you scroll down the list of accounts you lose the column headers from the onscreen view. The suggested solution was for the column header to always remain in view when scrol...
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Option to reset all filters on a list page

Reset Filters Icon At the top of the lists page can we have an icon that resets all of the filters currently applied instead of having to reset each filter individually.
almost 6 years ago in Reckon One / Basics (core) 0 New idea

Ability to have the profit and loss report to be split into relevant financial periods

Ability to have the profit and loss report to be split into relevant financial periods (yearly with multiple years, annual by month or annual by quarter).
almost 6 years ago in Reckon One / Basics (core) 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).
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Receipts and payments to have clickable links for the associated invoices, bills and other transactions

When using the receipt and payment transaction forms, the 'Allocate' tab displays invoices, bills, CAN's, SAN's, expense claims and journals. Currently you can't access these transactions via the receipt and payment forms. Can we include a clickab...
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Option to make Bills, billable to customers

When I enter a bill I want the option (same as Reckon desktop) to bill that invoice received to a customer.
almost 6 years ago in Reckon One / Invoices & Bills 0 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.
almost 6 years ago in Reckon One / Banking 0 New idea

Allow a custom VAT period

An opening VAT period for a business can be longer or shorter than a standard 1 or 3 month period. This change will allow Reckon One to create a VAT return for a period of the user's choosing. The user would be able to choose the start and end da...
almost 6 years ago in Reckon One / Basics (core) 1 New idea

Thank you emails

As a Reckon One user, I would like the system to send an automated 'thank you' email to a customer when an invoice is paid. The text for the email could be user designed and utilise existing 'tag' functionality available for Reckon One emails. ...
almost 6 years ago in Reckon One / Basics (core) 0 New idea