ADD A NEW IDEA

Banking

Showing 72 of 1554

Matching Rule - Transfer From 'All accounts'

At present, when undertaking 'Transfer Money', there is the option to transfer from 'All Accounts - Not just bank accounts'; however when you create a rule, you can only Transfer from bank accounts. Having the option to transfer from, not only ban...
about 1 month ago in Reckon One / Banking 0 New idea

Add attachment option in Bank Transaction when allocating payments

There is no option to save a receipt when allocating in Bank Transactions. You must then double up and go into Bank accounts to make an attachment for each entry. (Needs similar option as in the Bills module)
2 months ago in Reckon One / Banking 0 New idea

Allow imported bank transactions to be split

We receive inbound payments using a bank feed. Some of these payments need to be allocated to multiple customer accounts. Currently it is not possible to do this in Reckon One. We would like to be able to split a transaction to multiple contacts w...
almost 6 years ago in Reckon One / Banking 21 Planning to do

Transaction rules to also perform wildcard searches

Currently transaction rules have multiple search options available however none of these options perform a wildcard search. Sometimes you need the rule to identify some text within a string of text. Currently you cannot do this in R1. I'm sure thi...
about 6 years ago in Reckon One / Banking 10 Future consideration

Quick add suppliers when adding contact in fast coding

Make it easy to quickly add a new supplier/contact when allocating contact to transaction in fast coding window - rather than needing to go into new window to create it - similar feature exists in desktop version of reckon accounts
almost 3 years ago in Reckon One / Banking 4 New idea

Save option button in "allocated detailed payment" in Bank Transactions

In the bills module there is an option on saving the entry which then allows you to make an attachment. The save option is not the same in the "allocate detailed payment", it just takes you out of the screen once save is clicked. Attachment then h...
9 months ago in Reckon One / Banking 0 New idea

Pop up warning for csv imports. Overwritten data cannot be undone.

It is too easy to accidentally overwrite entries in the banking field that have not been appropriated. I recommend a pop up window brings a warning that reads something like ‘ Clear all existing entries in the transaction tab before you import ano...
3 months ago in Reckon One / Banking 0 New idea

Filtering banking data on money in / money out

can we add an option to filter money out and money in , and payment search should be more easy in banking data
9 months ago in Reckon One / Banking 0 New idea

Ability to attach my bank statement to a reconciliation

When I have created a reconciliation I would like the ability to attach the soft copy of the statement (eg pdf) to the reconciliation.
over 3 years ago in Reckon One / Banking 0 New idea

Reconciliation of Liability Bank Accounts

Bank Loans are usually set up as Liability Accounts not Bank Accounts. Ability to reconcile is essential. At the moment, there is no option to reconcile a liablity account
over 3 years ago in Reckon One / Banking 0 Already exists