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Reckon One

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Customer transaction report improvement

It would help greatly to show invoices and receipts as positive and negative numbers as they show in the TB Accounts Receivable report. An option for two columns - debit and credits would be even better.
over 6 years ago in Reckon One / Basics (core) 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.
over 6 years ago in Reckon One / Banking 1 New idea

A Calendar located in the dashboard to assist customers with their business planning

A calendar that is located in the dashboard for a business to better plan their day. By scheduling their time into the R1 calendar which would could then bump reminders to the mobile app. R1 Admins could schedule their employees work days by acces...
over 6 years ago in Reckon One / Projects 0 New idea

Make a copy option for Time Sheets

As a user I need to include over 10 projects & subprojects on 1 timesheet, it would be good to have a 'Make A Copy' option.
over 6 years ago in Reckon One / Time 1 New idea

Add "Payment method" on Make Payment section within the Bill

To create ABA file, the payment method has to be "Direct Deposit". However, when paying a bill while staying in the bill screen and clicking "Make Payment", there's no Payment method drop-down option. We should have the option there instead of cl...
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

Copy an invoice line

Allow users to copy a line item on an invoice. Saves time when most details are repeated from the previous line.
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

Remove all transactions from a QIF in bulk

Can we please have an option to remove all the items from a QIF in Reckon One? Currently the ways are as below: Delete one line at a time Upload a new QIF and that removes the previous uncompleted one There was a case where the QIF was uploaded ...
almost 7 years ago in Reckon One / Banking 1 New idea

Custom 'contact' fields

Allow users to add custom fields to contacts. Consider allowing drop down lists, smart search lists etc...
about 7 years ago in Reckon One / Basics (core) 0 New idea

Ability to memorise custom reports

After I modify a report, I should be able to memorise it and have it available as a memorised report to run in the future.
about 7 years ago in Reckon One / Reports 9 New idea

Allow 'Items' to be disabled

If a business is not using 'Items' for invoicing etc and is happy to use accounts, can the 'Items' columns be disabled? This would need a toggle in settings (Day to day settings?). The default would be to have Items enabled.
about 7 years ago in Reckon One / Basics (core) 0 New idea