Over time, you may need the ability to merge accounts - especially in the case where a duplicate account has been created which is likely for smaller organisations who have changes in their book keeper/accountant/treasurer.Currently there is no wa...
Add Reference and Description fields to the Account Enquiry Report
I use both the Reference (Header) and Description (Line Item) fields to assist in reviewing and reconciling line items. Without a report that shows these, my task is made all the harder.
It seems only logical that the Account Enquiry Report should...
Make the process of creating customer statements more efficient. Right now its time consuming if you have lots to do. Tick them one at a time, then create statements, then go into each customer one at a time and click email. It's a long winded pro...
Please include a function of capturing supplier invoices & receipts from my mobile phone and store this with the transaction.
I have lots of small receipts but I don't want to loss them, if I can use the Mobile Phone App to take photo and link that invoice to the transaction that I code from the App that will be great. Then when I open Reckon One on my computer (Anywhere...
When you have extensive inventory items and you need to adjust some - the list currently brings up all items, regardless of stock amounts or active status. We should have the option to filter (a) by Active Status and (b) by a text string (item nam...
Assign a transaction to a Customer Account in addition to Cash/Eftpos/Paypal
It would be beneficial for us to be able to assign a transaction to a Customer Account. We would then need to be able to print off invoices monthly or run a report for the amounts owing on account each month.
Confirmation of emails/invoices ie; recieved/viewed columns to track invoicing and email transactions
Useful for tracking emailed invoices/customer statements so we can see if the email has been received and viewed. would help with chasing up accounts outstanding.
Ability to import / export data in various formats to and from Reckon One
And import from a few common spreadsheet formats (eg XLS, ODS, CSV) as well as an XML file. Must be able to import chart of accounts, debtor/creditor history & transactions, stock items & values, journal transactions, documents.
Obviously ...