Reckon Product Ideas

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Reckon One report builder

Allow Reckon One users to create their own reports using date from Reckon One. This will allow Reckon One to meet the varied management reporting requirements of businesses and their advisors.

  • Guest
  • Jun 19 2018
  • Planned
  • Attach files
  • Admin
    Jason Hollis commented
    25 Aug, 2020 04:56am

    It's actually ready right now Phillip, however we can't sell it until we add in our new billing platform which is a 6 month project, so we are using that time to add the new reporting tool across Reckon Accounts desktop and Hosted. If we can go live in Reckon One earlier, at least with a beta, then we will. Just lots of moving parts.

  • Guest commented
    24 Aug, 2020 12:03pm

    Thank you. Is there a planned date for when this tool should be ready?

  • Admin
    Jason Hollis commented
    18 Aug, 2020 08:10am

    Hi Phillip. A cash flow report is scoped for the new tool.

  • Guest commented
    17 Aug, 2020 11:26am

    Would be good if this planned update could enable a "Cash Flow" report to be produced.

  • Guest commented
    2 Dec, 2019 10:31am

    Have the ability to produce a report in Balance Sheet and Profit & Loss for This Calendar Year, This Calendar Year to date, Last Calendar Year, Last Calendar Qtr, Custom Dates.  This is in QuickBooks Online.  We need this option in Reckon ONE  ASAP