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.

Regards,
The Reckon Product Team


Status Implemented
Workspace Reckon One
Categories Basics (core)
Created by Guest
Created on May 25, 2017

Document Capturing

I would like the ability to attach a receipt (or any other digital document / image) to my transaction to store for tax, warranty or other purposes. 

  • ADMIN RESPONSE
    May 21, 2019

    First stage release Dec 2018. For help on this feature, please read the Reckon Help article.

  • Attach files
  • Admin
    Jason Hollis
    Reply
    |
    May 30, 2019

    Hi Gurjinder. Yes this is available on payments and bills. We haven't closed the idea as we want to add a couple of more areas such as employee expenses. Any further areas will then be judged on idea votes per area.

  • Guest
    Reply
    |
    May 27, 2019

    Is this functionality available now?

  • Guest
    Reply
    |
    Jan 1, 2019

    Hello Jason,
    When you mention that you'll be expanding the document capturing to "other areas", can you also please include "Supplier Adjustment Notes" for the document attachment feature?

    When a supplier provides a refund, a document attachment would help to keep track of refunded sales taxes owed to the government. Several times, I have wanted to attach supplier receipts to "Supplier Adjustment Notes", but can't yet attach documents to the "Supplier Adjustment Notes".

    Regards,
    Glyn

  • Admin
    Jason Hollis
    Reply
    |
    Jan 1, 2019

    Yes, we will definitely be expanding the areas to which you can attach a receipt. 

  • Guest
    Reply
    |
    Dec 26, 2018

    Will this be expanded to enable documents to be uploaded for journal entries and payments received?

    Payments received / invoices - there are instances where a recipient tax invoice is provided or stored credits as part of a kick back scheme - they provide the supporting documentation

    Journals - it would be good in some instances to include the supporting documentation that supports the entry e.g a purchase of a car, stock take (COG balance).

  • Guest
    Reply
    |
    Dec 24, 2018

    Sorry Jason, to post this here but I cannot sign into the community forum.

    There is a discussion started a year ago by Scott

    Accounts payable balance

    * Question
    * Updated 1 year ago
    * Answered

    *
    Me Too
    1
    *
    Follow
    3

    HI, I have recently started using Reckon One. When I enter bills, the balance in my accounts payable does not reflect any bills i enter and has a zero balance, am i doing something wrong when entering bills.

    ACCOUNTS PAYABLE BALANCE

    I am having this problem, I have just entered bills with a date of 30/6/18 but when I run the balance sheet as at 30/6/18, the bill amounts are not showing. They were not paid until after 30/6/18. I have both settings mentioned set at cash....

    It is like the bills outstanding are not being linked to the accounts payable account - which means that the balance sheets being produced are wrong. HELP!!!!!

    Trish Giunta

  • Admin
    Jason Hollis
    Reply
    |
    Dec 21, 2018

    Not at this stage. I have created a new IDEA for that. Please see HERE

  • Guest
    Reply
    |
    Dec 21, 2018

    Can you get a list of transactions and show which ones have a document attached and which ones don't?

  • Admin
    Jason Hollis
    Reply
    |
    Dec 20, 2018

    Hi Trish. Yes there are restrictions. The help document for this is HERE. Apologies. I should have included this earlier. 

  • Guest
    Reply
    |
    Dec 19, 2018

    Hi Jason,

    Where do we get information about this implementation?

    I believe that it may have been restricted as to what clients are able to access it - dependant on their modules. Is this correct?

    Thanks

    Trish Giunta

  • Admin
    Jason Hollis
    Reply
    |
    Dec 6, 2018

    Hi Andrew. This is planned for the new mobile app we are building. Due for release in the first half of next year. 

  • Guest
    Reply
    |
    Dec 4, 2018

    If you could add the receipt via the mobile app, and taking a picture, that would be fantastic.

  • Guest
    Reply
    |
    Nov 29, 2018

    Just wondering if we will be able to upload a file from the "Bank Transactions" list screen - ie, we won't need to go into "allocate detailed payment" or "allocate detailed receipt" to upload a file will we???? If your able to add a document column to this screen, it would be awesome if you could also make either the reference or description column editable from the Bank Transactions List view also pretty please. 

  • Admin
    Jason Hollis
    Reply
    |
    Nov 11, 2018

    Hagen we have finished the user interface and are now working through the storage aspects to ensure the users receipts are secure (encrypted) and accessible by the correct users assigned to your book. After the NEW BANK REC this feature will be the next one released. 

  • Guest
    Reply
    |
    Nov 11, 2018

    It's been two months are we close to a working solution?

  • Guest
    Reply
    |
    Nov 2, 2018

    thank you so much, much needed in our feed, all the financial softwares have, pretty much was becoming a make and break from reckon for us. Will wait for 2 months for this to be added to it, thanks

  • Admin
    Jason Hollis
    Reply
    |
    Sep 9, 2018

    Please note this feature is now in the planning phase and will be delivered in the next 2 months. 

  • Guest
    Reply
    |
    Sep 8, 2018

    Me too pls count me in for this feature, or I will have to leave reckon also.

  • Guest
    Reply
    |
    Aug 29, 2018

    I am actually shocked this is not standard!

    I have experience with nearly free platforms that include this - not an add on 

  • Guest
    Reply
    |
    Aug 13, 2018

    Yes, very interested.


    Andrew Bowtle,

    MAAT, AATQBDirector,

    Andrew Bowtle MAAT Limited

  • Load older comments
12 MERGED

Enable bills to be uploaded and attached to a transaction

Merged
Rather than having to keep copies of bills paid elsewhere they would all be contained with Reckon and if there was a question about the bill, it would be able to be reviewed within Reckon. Ensures that all tax invoices for ATO compliance are held...
over 5 years ago in Reckon One / Basics (core) 1 Implemented