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Status Planning to do
Workspace Reckon One
Categories Reports
Created by Guest
Created on Jun 19, 2018

RELATED IDEAS

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.

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  • Admin
    Jason Hollis
    Reply
    |     Aug 25, 2020

    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
    Reply
    |     Aug 24, 2020

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

  • Admin
    Jason Hollis
    Reply
    |     Aug 18, 2020

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

  • Guest
    Reply
    |     Aug 17, 2020

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

  • Guest
    Reply
    |     Dec 2, 2019

    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

12 MERGED

Custom transaction detail report

Merged
Ability to create a custom transaction details report where the customer can generate the report for different types of transactions like journals or invoices receive money etc all in single report, and can be customised or filtered.
about 6 years ago in Reckon One / Reports 2 Planning to do
12 MERGED

Flexible report

Merged
A report to which you can add any reportable field of your choosing - preferably able to be saved. This would take away the need for ALL of the other suggestions for new reports.
over 5 years ago in Reckon One / Reports 0 Planning to do
1 MERGED

Report and dashboard for Gross Income, Expenses & Net Income by month

Merged
The lack of a facility to provide a summary of gross income, expense and net income by month is astounding. It's a basic tool for small business to understand performance and to assist with budgeting. (Generally I find the reporting facilities in ...
about 2 years ago in Reckon One / Reports 0 Planning to do