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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.

Regards,
The Reckon Product Team


Status New idea
Workspace Reckon One
Categories Projects
Created by Guest
Created on Feb 21, 2019

Add Fund Accounting option

Most non-profits / charities have various fund allocations within a central bank account and need a process to monitor the "balance" of these designated funds. The "Projects" function cannot completely do this task, particularly if funds are allocated after the money is already deposited within the bank account. Projects only works when either an income or expense transaction is recorded. Fund allocation works similar to a "sub bank account." Everything is still contained within the physical bank account, but there is a way to list the subtotals of the various funds. Ideally, this could be reported on the balance sheet report, since it is technically an asset.

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  • Guest
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    Apr 13, 2023

    YES.... It would be really helpful to see the balance of funds for a particular project's expenses and funds received.