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Reckon Insights

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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

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

YTD Account Receivable KPI - Filter for all A/R accounts

Currently, this out of the box KPI is filtered by default for an account called 'Accounts Receivable'.This is fine for Reckon one where there is only one A/R account (with this name).However, for RAH, where you can have multiple A/R accounts, it m...
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Asset vs Liabilities Chart - Add a line graph showing Equity

Suggestion: Add a line graph showing equity (assets less liabilities) over the chart.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Set to Schedule to run a certain number of times or have an end date

Would be handy if a parameter could be added to stop the schedule. For example, if you are working on a project and you want an update via schedule each morning for say 14 days, or 8 instances, or until a certain date.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Ability to set a schedule with multiple formats

I want to create a schedule and (for example) receive the data as a chart and also as an XLS. At the moment I have to create two schedules and receive two emails.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Duplicating Schedules

It would be handy to be able to duplicate schedules both in a particular report, and from other report schedules.
over 2 years ago in Reckon Insights / Visualisation 0 New idea

Save a favourite filter(s)

It would be really useful if a business is reporting across multiple data files or books, to be able to save a favourite filter so this can be used on various reports. That is, same filter.. different reports.
over 2 years ago in Reckon Insights / Visualisation 0 New idea