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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 Mar 16, 2020

Chart of Accounts - setting for each account that assignment to a Project is mandatory

All our Revenue and COGS accounts must have a project assignment. We will spend hours tracing transactions to these accounts where an assignment is missing

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  • Admin
    Jason Hollis
    Reply
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    Jun 25, 2021

    Ok. Gotcha. Thanks Don.

  • Guest
    Reply
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    Jun 24, 2021

    Hi Jason, Thanks for pursuing this. About 50% of our payments (money out) need project assignments. 80% of deposits processed by manual bank statement upload have project assignments. About 50% of our journals need them.

  • Admin
    Jason Hollis
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    Jun 22, 2021

    Thanks Don. And what are the actual transactions you are covering here? Bills? Payments (money out)? Any others?

  • Guest
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    Jun 21, 2021

    In the Chart of Accounts there are columns Type, Name, Code, Description, Status etc. There could be an additional column "Project" with selections 'mandatory', 'optional' or 'never'. In our case all COGS would be mandatory, some Income would be mandatory but others never. Same for Assets and Liabilities. This would need a new 'Project' field in the Edit Account screen. This offers better control over postings.

    We would like Account Enquiry report to be able to select whether to show projects or not as a column.

  • Admin
    Jason Hollis
    Reply
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    Jun 21, 2021

    Hi Don, for this request can you please provide a bit more info. For example, in what screen would you assign the COA, and when you say you trace transactions, are you meaning BILLS or INVOICES or something else? Many thanks, Jason.

  • Guest
    Reply
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    Jun 18, 2021

    Some accounts should be marked Project Assignment Mandatory. Some Optional. I suppose might have 'never'