Skip to Main Content
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.

The Reckon Product Team

Status Unlikely to be implemented
Workspace Reckon One
Categories Banking
Created by Guest
Created on May 3, 2017

Cash Account Pop Up Window - "Dont use this as a bank account"

Users make the common mistake of using the cash account as a bank account (renamed to their bank account name), which can't be linked to bank feeds.  So if they are importing QIF files for the months before the feeds become active, they will have to redo everything when the feeds become active and they realise they can't link that cash account to bank feeds.  So a pop up window warning users not to use the cash account as a bank account would be good, or something that stands out that they can't miss.


    Jul 20, 2019

    Rather than implement this idea we have made changes to the way bank accounts are created in new Reckon One Books.

    Release Notes
    My bank account and Petty cash bank accounts are created as part of a new book creation.

    My bank account is selected as default for Direct Credit payments, Cash payments and Super payments on the Payroll settings page.

  • Attach files