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Reckon One

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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
over 3 years ago in Reckon One 0 New idea

refresh button to carry forward

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...
over 6 years ago in Reckon One / Accounting 0 New idea

Change Account in Transaction

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.
over 6 years ago in Reckon One / Accounting 0 New idea

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 ...
over 6 years ago in Reckon One / Banking 0 New idea

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.
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...
over 3 years ago in Reckon One 0 New idea

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

Allow financial institutions to be added that don't have the ability to be "connected"

I would like to be able to add finance investment accounts as Bank Accounts, so to be able to have an "other/not listed" option for accounts that aren't in the list. Sure they won't be able to be "connected" but at least I can treat it like a Bank...
over 6 years ago in Reckon One / Banking 4 Already exists

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...
over 3 years ago in Reckon One / Accounting 0 New idea

Name Rules

When creating Rules in Reckon One, there should be the ability to decide based on “Name”, e.g. if the Name = ‘Telstra Bigpond’, then allocate to “internet” account. Currently appears that you can only write rules based on Description or Reference....
over 6 years ago in Reckon One / Banking 0 New idea