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Reckon One

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Recurring Transactions

I would like to advise recurring invoices functions helps and save time.
over 5 years ago in Reckon One 0 Implemented

Refresh button

I still need this feature - I'm doing a reconciliation right now and need that button!!!
over 5 years ago in Reckon One / Basics (core) 4 Implemented

That the reconciliation report is the same as the actual bank balance

This would be really good as at the moment the balance in the bank account says reconciled and it matches my bank statement but the reconciliation report show a balance that is completely different and shows all the transactions that are reconcile...
about 6 years ago in Reckon One / Reports 0 Implemented

Bills and Invoices - Add a Due Date Column

When looking at the bills (and invoices) section it would would be helpful to see the date due, which means adding a "Due Date" column to our screens. It would be even better if users could trigger an email reminder prior to due date.
about 6 years ago in Reckon One / Invoices & Bills 0 Implemented

Improve the ability to move easily around the program - please add a Back Button!

I would like to see a Back button on every screen somewhere or at the top of the page? If I am in a report and I zoom into a transaction, make a change and save this - my report disappears!!! I should be able to get back to my report to continue p...
about 6 years ago in Reckon One / Basics (core) 1 Implemented

Remove 'mandatory' setting for Reckon One VAT numbers

As a Reckon One user who has recently registered for VAT, I do not yet have my VAT number. However, I am able to start processing VAT transactions and do want to be able to configure Reckon One VAT settings. It is great I can now issue invoices wi...
over 6 years ago in Reckon One / Basics (core) 0 Implemented

No log in from History tab

I've noticed that I can access Reckon One straight from a last viewed page in my internet History even though the page has been closed and I have logged out of the Reckon One portal page. It seems to be a security issue if my laptop was lost or st...
over 3 years ago in Reckon One / Other 1 Implemented

Email address as option to display in contacts screen

It would be beneficial to be able to add email address to the view for the contacts screen instead of having to drill into the customer/employee. Especially helpful for employees.
over 3 years ago in Reckon One / Other 0 Implemented

Add 'View history' functionality to timesheets

Use case: employee logs time in R1 timesheets. Manger edits time logged to correct. Having an audit trail of the changes and who made them would add value to the timesheet process.
about 7 years ago in Reckon One / Time 0 Implemented

Report - Trial Balance

As a bookkeeper or accountant I would like a trial balance report in Reckon One.
over 7 years ago in Reckon One / Reports 0 Implemented