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Allocate an account code to a contact

Many contact's transactions are posted to the same nominal/account code. To save time on having to choose every time, Reckon One should allow a default account code to be set for a contact.
about 6 years ago in Reckon One / Basics (core) 0 New idea

Add a, 'Make a Copy' button to the transaction edit header options.

It would be helpful to have the option to duplicate/copy the a 'Receive money' transaction as a once-off template for a new transaction. I recognise that for Invoices there is a workaround by using a Reccuring Invoice Template, and selecting 'copy...
almost 5 years ago in Reckon One / Invoices & Bills 1 New idea

Add Job Scheduling

Would be great to have job scheduling built in, so that when the job is done, we can click straight from there to invoicing it. Just like the current Estimating function, only for job bookings, (i.e. jobs that don't need to be estimated or quoted,...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Customer Member Number & Barcode

Searchable customer id member number and id barcode number
about 6 years ago in Reckon Cloud POS 0 New idea

Archive Customers who have been inactive for longer than a custom length of time

It would be good the make customers or Quotes as inactive after a length of time. Custom would be good as after 2 years we would like to archive customers or after 6 months make quotes inactive etc. Would help tidy up our customer list etc.
almost 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Automatically assign and display employee numbers to employees in Reckon Accounts Premier Edition 2018 to be compliant with Single Touch Payroll data export.

All employees must have an employee number assigned to them otherwise the STP file will not upload or be accepted. It would be great if the program would automatically assign employee numbers to new employees as well as display them beside their n...
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 1 Already exists

Download financial transactions to excel as numbers / currency, now text.

Reckon one does not provide running balances and totals in reports, therefore when calculating figures for a period we have to download to excel then minupulate manually. The financial information downloads as text then needs to be changed to numb...
about 6 years ago in Reckon One / Basics (core) 1 New idea

Secondary MFA

Allowing a secondary MFA would help people that have little/no reception, or if they have forgotten their phone for the day for example, or accessing from a different location, they have the option to use an alternative method (email, Google Auth,...
almost 5 years ago in Reckon GovConnect 0 New idea

Create Customer/Supplier from Bank Feeds

Ability to create Customer and Suppliers from Bank Data feeds
over 3 years ago in Reckon Accounts Business / BankData 0 New idea

Order all entries as per bank data not Reckons order. Eg write Cheques, Receives Payments, Enter Credit Cards

In Reckon Hosted Reckon orders as per lowest $ amount to highest and takes into account the Cheque or credit card No. for entries as well. In deposits it is ordered as per invoice number paid not by lowest amount to highest so never matches my ban...
about 1 year ago in Reckon Accounts Business / Desktop & Hosted 2 New idea