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.
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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.
Fast Coding - choose what transaction method to use when coding
When adding a rule or doing a manual transaction entry in Fast Coding, we need to have the option to choose to enter it as a "Sales Receipt", "Receive Payment" or "Adjustment Notes/Refunds" and same for 'Money out' transaction choice of "Write Cheques" or "Enter Credit Card Charges".
Currently it just records it as a journal in Reckon Hosted and especially when trying to a invoice at a later stage the credit on the Customer can therefore not be applied.
I understand that there is the function 'Match Transaction' that can be used to create a payment entry but this only works if there is an outstanding invoice already existing for the received payment. This is not always the case, especially in our business, and i think there would be a need to be able to manually select those options.
It also creates a second issue that we can not select Items on the transactions. Meaning the data entry from Fast Coding to Recon Hosted is not complete and our reports based on items do not work.
Currently I am left with the option to still do all my data entry manually since the entries from Fast Coding are incomplete.