Most non-profits / charities have various fund allocations within a central bank account and need a process to monitor the "balance" of these designated funds. The "Projects" function cannot completely do this task, particularly if funds are alloc...
Search invoices by Product Sold - for product recalls, warranty information etc
You should be able to filter and search invoices by the product has been sold and who they have been sold to. Currently there is no way to search product sales. We believe it is extremely important to search which customers a product has been sold...
Would be helpful if the Dashboard showed the balance of accounts at today's date. For example, sometimes I like to enter some transactions in advance (i.e. reoccurring transactions or bills set to be paid at a future date) but this throws off my b...
Monthly columns for Statement of Cashflow. the P&L & Balance sheet can be printed with multiple months on one report, the SOC report only has one column available.
Can we PLEASE get the submissions list order numbering fixed ???? The FIRST submission should be number 1, the most current submission should be the latest not the other way around! This also allows better visibility of the number of pay runs subm...
Customer details need to match standard window envelopes on printed invoices
Customer details on printed invoices do not align with the window on standard DL size window envelopes. Can you realign the printing area for customer details to suit envelope windows.
Audit/Log for Users LogIn - When & How Long Logged in
Client likes to be able to check on when a User may have logged in and for how long. With Desktop by using Teamviewer to remote in you have a log with this info BUT nothing available in HOSTED to track this.
As an alternative to the ability to change a financial year in Reckon One, it would be great to be able to use reports generated as csv files to import into a new book for continuity of data, tax records and comparative reporting.