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Reckon One

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Enable summary report of Payment and paid expenses under client name

It would help to establish profit/loss on per client basis
about 6 years ago in Reckon One / Reports 0 New idea

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.
about 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 ...
about 6 years ago in Reckon One / Projects 0 New idea

Bankdata

Be able to change size of lines depth and not just column width so that if you are using a devise with a small screen you can make the line bigger to enable seeing all the information that came through from the bank
about 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

Creating the Chart of Accounts

When creating a the Chart of Accounts, it would be much more efficient to add each type of code on each Chart of Account tab on that main screen, so you can see the coding you have already selected. Currently adding a new code means the window goe...
about 3 years ago in Reckon One 0 New idea

Switch between tabs under Customers and Suppliers without saving each time you edit

In Quickbooks, when filling out details of a customer or supplier, you can switch between tabs to make all your edits, and then click save when you're done. Reckon doesn't allow this - you need to save details every time you make an edit before yo...
about 3 years ago in Reckon One / Accounting 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

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.
over 6 years ago in Reckon One / Invoices & Bills 0 New idea