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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 Aug 16, 2019

Retain Original Description on Transaction Rules

Currently using transaction rules forces you to set the transaction description to a specific value. Not very helpful to have all of one type of transaction have the same description. Can you add a button next to description that allows you to "Retain original description".

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  • Guest
    Dec 2, 2021

    Agreed, I think kit is very important to have the option to retain the original description as it often includes the invoice code as a reference. Perhaps, if it transaction rule description is left blank, the bank transaction description is used.

  • Guest
    Aug 30, 2019

    Agree, thought I may have added something about this previously.


    Even allowing a wide card character, ie % or * could set the description as is or a combination of a standard description  + the  uploaded description..