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Hide 'deactivated' books option

To help keep the R1 Portal dashboard / client list tidy, users should be able to hid deactivated books. This is also a parity feature with the old R1 provisioning page.
almost 7 years ago in Reckon Customer Portal 0 Implemented

Easier way to enter a GST refund/payment

Can we have a screen that allows a customer to easily enter their GST refund/payment instead of having to use the Journal screen. Some business owners find it hard to understand journals.
over 7 years ago in Reckon One / Basics (core) 0 Implemented

Bank Rules - Display Rule Name on screen

the rules button on the bank feeds screen - need to be able to see what Bank Rule is being used. Create a hover function where the name of the rule appears
over 2 years ago in Reckon Accounts Business / BankData 1 Implemented

Provide a voucher for the free trial without asking for credit card details.

I am asked to trial three accounting systems and then recommend the best fit to my employer. Reckon was my favourite until it wouldn't let me do the trial without putting in my credit card. Once chosen my employer would have put in his credit card.
almost 4 years ago in Reckon Customer Portal 1 Implemented

Make the employee number a unique field

With STP it has become a problem that a number of employees can have the same employee number
over 5 years ago in Reckon Accounts Business / Desktop & Hosted 0 Implemented

Forms to send screen made bigger

Users with multiple forms to send find the very small screen hard to use. Even an option to enlarge would be helpful.
almost 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 Implemented

Ability to alter Chart of Accounts

I would like to have the ability to amend the Chart of accounts for instance a client setup a code for Accumulated depreciation as a current asset and it can't be changed, or a GST code that doesn't have a parent of GST can't be modified.
almost 6 years ago in Reckon One / Basics (core) 0 Implemented

Add field for PAYG Withholding number

For people without ABNs but require the payroll functionality, there is no field to capture our PAYG Withholding number. I would like to put it on the payslips and I'm pretty sure that when it comes time to do the annual payment summaries it will ...
about 6 years ago in Reckon One / Payroll 1 Implemented

Default bank account for "Receive / Make Payment"

When I click "Receive Payment" in an invoice, it would be good to be able to have a default account preselected, as 99% of the payments go to one particular account, and having to click the dropdown menu then select the account each time for a lot...
about 6 years ago in Reckon One / Basics (core) 4 Implemented

Improve HTTP response code for inactive modules

It seems like the API returns 401 error when perfectly authenticated user tries to fetch a list of projects from a book that I now think does not have projects module activated. Problem here is that 401 is misleading in that it means the user is n...
over 6 years ago in Reckon One / API 1 Implemented