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Reckon One

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Ability to upload a document to Reckon and Reckon to create the transaction

With the document storage, we now have the ability to attach a bill to a transaction once we recorded it in Reckon One. Other accounting packages give the ability to add bills to an In Tray and then it uses advanced Optical Character Recognition (...
over 4 years ago in Reckon One / Reports 4 New idea

Ability to import from Excel payments received

We are a basketball club, we rely on volunteers. We moved to reckon to reduce volunteer hours and improve our accounts management. We have registrations twice a year - this creates copious number of bank transactions. We are able to report the co...
over 4 years ago in Reckon One / Basics (core) 1 New idea

Why is there a Receive Money option but not a Spend Money option?

It shouldn't be necessary to raise a bill in order to have funds spent from an acccount. All other Reckon products have a Spend Money/Write Cheques option.
over 4 years ago in Reckon One / Basics (core) 0 Already exists

Allow a different date for locking an account on reconciliation as credit card transactions are often delayed.

Account should be locked once reconciled, but credit card transactions can often be dated close to the statement date without appearing on that statement. So locking on the statement date means those transactions can't be ticked off on the next mo...
over 4 years ago in Reckon One / Banking 0 Unlikely to be implemented

Payroll user & set-up instructions on PDF

Some User & set-up Instructions on PDF would have saved me 15 wasted telephone calls to your tech support and would, i think, enable Reckon to reduce its IT support staff.
over 4 years ago in Reckon One / Payroll 0 Already exists

Payroll set up > Pay Item > Add, should not have the template already set to Pay item type.

Payroll set up > Pay Item. when click on Add, the template for the new pay item has the Pay item type set to Earnings. So cannot create any other Pay item type - like Allowance, Deduction, Super, Reimbursement or Company Contribution. Curre...
over 4 years ago in Reckon One / Payroll 0 New idea

Tax information on Statements

GST / VAT information for each invoice displayed on Statements.
over 4 years ago in Reckon One / Invoices & Bills 0 New idea

Account options for Superannuation in Payroll setup

I'm trying to use the chart of accounts to set up different activity account streams. The account selection options for superannuation are restrictive. The account options for "Earnings" are extensive, the account options for "Superannuation" are ...
over 4 years ago in Reckon One / Basics (core) 1 New idea

Re-allocation of expenses and income entries when an entry is posted to the incorrect account.

It would be really helpful please if the user could reallocate an expense or income item when an incorrect posting has occurred. Once the bank account is reconciled, the only way to reallocate an incorrect posting is to undo the bank reconciliatio...
almost 5 years ago in Reckon One / Banking 0 Already exists

Having a Search Bar at the top of the Contacts Lists

Having the ability to search for a Contact (like we can when creating a transaction) rather than scrolling down the lists would save a lot of time and avoid the possibility of creating a duplicate entry. Preferably the search would look for the se...
almost 5 years ago in Reckon One / Basics (core) 2 Already exists