When reconciling a bank account, the "add payment" button and "reconciliation" button carry forward (in the grey section at the top of the page) when scolling through the list of transactions. Including the "refresh" button on this would be very u...
Once a transaction has been entered - if you are trying to edit the transaction and JUST change the account it is assigned to; ability to be able to keep the description and amount, instead of clearing all that information too.
Ability to edit GL information in Bank and System Accounts
As bank account general ledger accounts are generated from the banking area of Reckon one, and systems accounts are created internally, you are unable to edit the GL aspects of the account (noted in the attached image). To ensure I can view these ...
When you are inputting a bill and select to make a payment for that bill, when the make payment window opens have the date the same as the date of the bill.
Allow credit notes to be utilised from bill payment screen
Instead of having to 'add refund' from every single credit note allow these to be added to bills when making payments, this would not only make the process considerably shorter but would remind the account owner that they have credits outstanding.
Show transaction ID's for transfers, receipts & payments
Currently Reckon One shows the unique transaction ID's for journals, estimates, invoices, bills, adjustment notes & expense claims.
Can we do the same for transfers, receipts & payments.
This is a feature in other programs, i can drag and drop onto a bank transaction and it makes the Inoive receipt etc instead of the clunky way reckon is set up where i have to make the invoice, save it, then drag and drop or serch to attatch very ...