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Reckon One

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Transfer transaction list report

Currently the journal list report shows both journals & transfers. We need to split these out into 2 reports. The existing journal list report would only show journal transactions. A new report (Transfer list report) would show transfer transa...
almost 7 years ago in Reckon One / Reports 0 New idea

Customer transactions report - add coloumn 'status'

Could you please add 'Status' Check box to Customer transactions report as it only shows invoices that are 'approved'. This report would be useful to check my 'draft' invoice details before approving and sending out. But these invoices do not yet ...
over 2 years ago in Reckon One / Reports 0 New idea

Recurring Estimates

It would be good to have recurring estimates like recurring invoices. Then you can do an estimate that occurs often and then cobvert to an invoice.
over 2 years ago in Reckon One / Other 0 New idea

Graph spending and income trends

It would be great to be able to see trends in spending and income by account to forecast and plan finances. A graphic representation would be best, but even being able to subtotal by month would be useful.
over 4 years ago in Reckon One / Reports 0 Planning to do

Export chart of accounts

You can import a chart of accounts but you cannot export the standard chart which comes with IPA. That means when you import you can duplicate accounts. To prevent this you have to hand write out the existing chart! An unproductive waste of time
over 2 years ago in Reckon One 0 Already exists

Have chart of accounts linked to Suppliers name or Customer name

It would remember common allocations to suppliers or customers speeding up data input.
over 4 years ago in Reckon One / Reports 0 New idea

Add search option to Amount column

I wonder if you are considering adding another search option to Amount column. There are three existing options - above, below and equal. How about between like you did for Date column? Appreciate your consideration.
over 2 years ago in Reckon One / Invoices & Bills 0 Already exists

provide percentage against income in the same period for profit and loss

then business can look at the glance of their cost percentage
almost 5 years ago in Reckon One / Reports 0 New idea

Digital invoice for Reckon One

Have an online (digital) invoice that has a Pay Now button; a link in an email is not suitable for a number of reasons, including issues with the receivers mail client.
almost 5 years ago in Reckon One / Invoices & Bills 0 New idea

Ability to reconcile non bank accounts

Users may want to reconcile an asset account, liability account, or other accounts that are not bank or credit card accounts. Thanks.
about 7 years ago in Reckon One / Banking 1 New idea