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Show transaction ID's for transfers, receipts & payments

Currently Reckon One shows the unique transaction ID's for journals, estimates, invoices, bills, adjustment notes & expense claims. Can we do the same for transfers, receipts & payments.
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Client has a Class Field

We work with Classes to do reporting for separate departments. If each client can be allocated with a class it will save time for me to go through 1000 invoices amonth and put each invoice to a class,
about 6 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea

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

Allow financial institutions to be added that don't have the ability to be "connected"

I would like to be able to add finance investment accounts as Bank Accounts, so to be able to have an "other/not listed" option for accounts that aren't in the list. Sure they won't be able to be "connected" but at least I can treat it like a Bank...
about 6 years ago in Reckon One / Banking 4 Already exists

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