Please note all new ideas remain hidden from public view until reviewed by our team.
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. |
I am wanting to use the Reckon One Budget monthly view as an alternative to the Reckon Accounts Personal Plus Cashflow Calendar View TAB. The idea is to look ahead based on the budget by month to see what is coming up for payment.
The calendar view in Reckon Accounts Personal Plus is ideal but I need to use Reckon One because my client uses a MAC, so I'm trying to adapt Reckon One to provide the same functionality.
So the client might want to look 3 months ahead to see what bills are coming up. If I run the Budget Report for those 3 months only, I do not want to see all the zero accounts that are irrelevant for the selected period.
Thus while the Active / Inactive of the original suggestion is useful, in some situations being able to exclude the zero balances is also required.
It would also be useful to have a forward view of the recurring transactions for cash flow planning. Reckon Accounts personal plus Calendar view does this beautifully.
In addition, when you VIEW the budget you are able to hide ZERO accounts. This option is not available in reporting.
I use a standard chart of accounts which I import for a number of clients so they don't all use all of the accounts even though they may be Active and available for use.
If a budget report includes actual amounts for comparison then you would want to exclude any accounts with both a nil budget and a nil actual for the reporting period.
If reporting on budget only, then the option to exclude zeroes would be consistent with the budget view.