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Reckon One

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When creating an invoice from timesheet entries include the date on each entry

Currently the times are listed separately but each entry doesn't include the date that the hours were worked - even though that information is available as it is entered per day. All the customer currently gets on their invoice is a list of hours ...
about 6 years ago in Reckon One / Invoices & Bills / Time 1 New idea

Add the reporting period 'Last financial year' in the Top Customers widget.

No description provided
about 6 years ago in Reckon One / Basics (core) 0 New idea

PDF "do you wish to save changes to ..."

When creating pdf in Reckon One (e.g. invoice, payslip or any report) and then viewing the resultant file is it possible to get rid of the most annoying “do you wish to save changes to …. before closing” regardless of whether you have made a chang...
about 6 years ago in Reckon One / Basics (core) 0 New idea

Excel Export Formatting

When exporting reports to excel in Reckon One, is it possible to get the numbers be formatted as numbers instead of text?
about 6 years ago in Reckon One / Basics (core) 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....
about 6 years ago in Reckon One / Banking 0 New idea

Allow imported bank transactions to be split

We receive inbound payments using a bank feed. Some of these payments need to be allocated to multiple customer accounts. Currently it is not possible to do this in Reckon One. We would like to be able to split a transaction to multiple contacts w...
about 6 years ago in Reckon One / Banking 21 Planning to do

Audit trial report

I would like to run a report that consolidates all change logs (history) in Reckon One. This report should have multiple filter options including User, Date, Transaction Type, Change Type etc...
about 6 years ago in Reckon One / Reports 0 New idea

GST / VAT dashboard widget

New Dashboard widget to show GST / VAT details, GST / VAT liability and refund / rebate amount on the dashboard preferably or an easy place to see it.
about 6 years ago in Reckon One / Reports 0 New idea

Add separate attachment to emails

When emailing a transaction, can we add another attachment to the email.
about 6 years ago in Reckon One / Basics (core) 3 New idea

Add additional information to customer contact

Require billed customer, pick up details, 3 delivery address.
about 6 years ago in Reckon One / Basics (core) 0 New idea