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Reckon Insights

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Default Template - P&L by Class

Add a Profit & Loss by Class to the default templates. This report will be the same as the Profit & Loss but will have a Class column, showing the P&L for each class, anything without a Class assigned will be under an 'unassigned' column
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Super Contributions by Employee

The superannuation contributions (company and individual) the employer has made on behalf of the employee to super funds.
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Collections Report

Which customers are overdue, how much do they owe, and what are their contact details
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Cash flow forecast

Create a default Template for a Cash flow forecast report
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Statement of cash flows

Create a default Template for a Statement of cash flows report
over 1 year ago in Reckon Insights / Visualisation 0 Planning to do

Default Template - Balance Sheet Detail

Create default templates for a Balance Sheet Detail report (Cash & Accrual)
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Default Template - Balance Sheet Summary

Create default templates for a Balance Sheet Summary report (both Cash & Accrual)
over 1 year ago in Reckon Insights / Visualisation 0 Planning to do

On the Profit and Loss, Expenses appear as negatives

On the P&L reports, Expenses appear as negatives, but they should be positive amounts.
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Include Book Count for Configured and Available books in Insights Management Tool

Inside the Insights Management Tool it should show a count of the total number of Books that are Configured with Insights and that are Available to be configured to Insights. All books should be ordered Alphabetically.
over 1 year ago in Reckon Insights / Management app / Visualisation 0 New idea

Chart labels can be illegible

Labels in visualization can be illegible in Visualization and in Download and Open in Browser
over 1 year ago in Reckon Insights / Visualisation 0 New idea