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Reckon Product Ideas
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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.

The Reckon Product Team

Status New idea
Workspace Reckon One
Categories Banking
Created by Guest
Created on Nov 22, 2018

BankData - Add a 'Contains' Transaction Rule

BankData - Add a 'Contains' Transaction Rule.

A lot of the narration that comesfrom the bank includes additional text, i.e EFTPOSBrookvaleMcDonalds20181122154912.

A Contains Rule would allow the user to set a 'Contains McDonalds' rule which would apply to the above text.

  • Attach files
  • Guest
    Feb 2, 2021

    Another way to view this request is to base rules upon "text" not "words"

    Text can be anything in a string that the user inputs whereas at the moment, Reckon is defining a "word" to be text separated by spaces. Most accounting systems I have used are based around text not words.

    This is one of the big issues for me when comparing accounting systems - as rules are a massive time saver.

  • Guest
    Dec 21, 2018

    yes please

  • Guest
    Nov 24, 2018

    Yes! Great idea. We definitely need this!