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Reckon Product Ideas
Make a difference by sharing your ideas with the Reckon product development team. Your votes will directly influence the product roadmap and help guide our products future direction.

Please note all new ideas remain hidden from public view until reviewed by our team.


Announcement: September 2023

We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.

Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.

Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.

Regards,
The Reckon Product Team


Status Already exists
Workspace Reckon One
Categories Reports
Created by Guest
Created on Nov 4, 2020

Budget V Actual

New Reckon One User. Having just entered all my budget amounts into Reckon One (what a tedious task, so much easier in Reckon Hosted), I now discover there is no report that will print Actual V Budget. So a complete waste of time entering the budget into the system, if the system can't do anything with it. I will soon be a Reckon One ex-user: it is not ready for any thing. In the NZ version, I can't even produce ABA payment batches, so no productivity gains.

  • ADMIN RESPONSE
    Nov 5, 2020

    Hi Adam. you'll find the budget vs actual report at Reporting Reports centre Reports Analytics

  • Attach files
  • Admin
    Jason Hollis
    Reply
    |
    Nov 16, 2020

    Hi Adam. I have raised your case with the support team however they do not have your email on record, so I assume you have another email attached to your record. Please contact customerservice@reckon.com and reference this ideas chat. Cheers, Jason.

  • Guest
    Reply
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    Nov 8, 2020

    Hi Jason, thanks for your response. I am trying to do a set of 6 month financials to 30 September, so a YTD of "today" isn't much use. Do you have a service that converts One data to Reckon Hosted? Cheers

  • Admin
    Jason Hollis
    Reply
    |
    Nov 6, 2020

    Hi Adam. Not exactly what you are after, however if you use this configuration, you'll see the budget takes into account the YTD point in time. ie I have set a budget of $1,000 per month for fuel sales. The YTD takes the $1,000 for October, and adds $200 for being in wk1 of the next month. The ACTUAL would be your actual fuel sales up to today.

  • Guest
    Reply
    |
    Nov 5, 2020

    Awesome. You'll need to let your phone support team know, as they told me there was no such report. I am trying to do a YTD Actual vs YTD Budget with $ & % variances, but the report only offer mthly or quarterly (or annual) comparisons, not YTD. (Maybe that's why the support team said no: no to YTD?) Any solution for this? Cheers