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Client accounts VAT summary for partner

Functionality to allow an accountant / advisor partner to review and submit client VAT returns in bulk. For partners with many clients, having to go into each client account to perform this task is time consuming. A more efficient way of working ...
about 6 years ago in Reckon Customer Portal 0 New idea

Name Rules

When creating Rules in Reckon One, there should be the ability to decide based on “Name”, e.g. if the Name = ‘Telstra Bigpond’, then allocate to “internet” account. Currently appears that you can only write rules based on Description or Reference....
about 6 years ago in Reckon One / Banking 0 New idea

Have the ability to Warn about Duplicate Journal Numbers

We should have a "Warn about duplicate journal numbers"option in Prefernces which would work in a similar way to "Warn about duplicate sales order numbers" or " Warn about tax invoice numbers".
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

Add additional information to customer contact

Require billed customer, pick up details, 3 delivery address.
about 6 years ago in Reckon One / Basics (core) 0 New idea

Allow open invoices from a locked quarter to be paid off, without unlocking the account

Came across this problem last week. My client attempted to pay off some outstanding invoices from his bank feed, he discovered he couldn't as the unpaid invoices had been created in a previous VAT quarter that I had locked after filing. Reckon one...
about 6 years ago in Reckon One / Basics (core) 0 New idea

Differentiate between bill payments and direct payments on transaction reports, reports to show totals

The reporting system only shows a catchall 'payment' or 'bill' in the type column of a report. As there are no balances or totals offered I have to export to excel then drill down into each transaction to see if it is a bill payment or a payment m...
about 6 years ago in Reckon One / Reports 0 New idea

Provide Profit & Loss [Budget Analysis] Report

This would be an extra 2 or 3 columns in the Income report. Add 'Budget' as an option for us to tick under 'Columns' in the Options. Then the calculation to compare income or expense with budget could be done either as % or Amount.
about 6 years ago in Reckon One / Reports 0 New idea

Ability to post Tax amount via Sales Receipt and Credit memo

Currently you can only post tax amount for Bills but not for Sales receipt/Credit memo.
about 6 years ago in Reckon Accounts Business / API 0 New idea

Allow customer / supplier credits to be returned to the Reckon One contact as a payment.

This process needs to be more efficient.
about 6 years ago in Reckon One / Basics (core) 0 New idea

Ability to Filter a Report by Quantity

Ability to Filter a Report by Quantity
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea