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Reckon One

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Transfer transaction list report

Currently the journal list report shows both journals & transfers. We need to split these out into 2 reports. The existing journal list report would only show journal transactions. A new report (Transfer list report) would show transfer transa...
over 6 years ago in Reckon One / Reports 0 New idea

Add currency code in front of the amount

I wish for my customers to see the currency code in their invoices, etc such as A$ ***
over 6 years ago in Reckon One / Invoices & Bills 0 New idea

Add "Narration" column in Account Enquiry Report

As a User, when I add a narration to a Journal, I should be able to view "Narration" column in my Account Enquiry Report so that I can view the data and filter it according to my needs.
over 6 years ago in Reckon One / Basics (core) 0 New idea

Update R1 book lock off date each year

As a mini year end routine, Reckon One could update the book lock off date each year, so that transactions in the last financial year cannot be edited as they will be locked down. A user with the right permission could remove the lock off date to...
over 6 years ago in Reckon One / Basics (core) 0 Unlikely to be implemented

Customer Statements Efficiency / Batch creation

Make the process of creating customer statements more efficient. Right now its time consuming if you have lots to do. Tick them one at a time, then create statements, then go into each customer one at a time and click email. It's a long winded pro...
over 6 years ago in Reckon One / Invoices & Bills 1 New idea

Ability to change lodgement date of BAS

As a User, I should be able to change the lodgement date so that it matches with the "actual" date of BAS lodgement. Currently it's hardcoded to be the date when the user is clicking "Lodge" within R1. However, in reality, the user might have done...
over 6 years ago in Reckon One / Basics (core) 0 New idea

Customer transaction report improvement

It would help greatly to show invoices and receipts as positive and negative numbers as they show in the TB Accounts Receivable report. An option for two columns - debit and credits would be even better.
over 6 years ago in Reckon One / Basics (core) 0 New idea

Ability to reconcile non bank accounts

Users may want to reconcile an asset account, liability account, or other accounts that are not bank or credit card accounts. Thanks.
over 6 years ago in Reckon One / Banking 1 New idea

A Calendar located in the dashboard to assist customers with their business planning

A calendar that is located in the dashboard for a business to better plan their day. By scheduling their time into the R1 calendar which would could then bump reminders to the mobile app. R1 Admins could schedule their employees work days by acces...
over 6 years ago in Reckon One / Projects 0 New idea

Make a copy option for Time Sheets

As a user I need to include over 10 projects & subprojects on 1 timesheet, it would be good to have a 'Make A Copy' option.
over 6 years ago in Reckon One / Time 1 New idea