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Banking

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Document attachments to bank transactions

When you are in bank transactions, you need to save the transaction, then go into Reckon transactions, find the transaction and then attach the document. It would be logical to be able to attach the document to the transaction in the initial stage...
6 months ago in Reckon One / Banking 1 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...
over 6 years ago in Reckon One / Banking 21 Planning to do

Attachment visibility

It would be effective to be able to see if an attachement was against an entry in the Reckon Transaction screen. A paperclip against the line would suffice.
6 months ago in Reckon One / Banking 0 New idea

Remove "Description is set to" box when creating transaction rules

The "Description is set to" box should be removed from the process of creating a banking transaction rule as I believe any transaction information brought in via bank feeds should be left as is. Some of the information protentially lost if you set...
5 months ago in Reckon One / Banking 0 New idea

Recurring Transfers and Bills PLEASE!

I have multiple recurring bank transfers fortnightly and monthly, and this would make life a whole lot easier if it was an automatic occurrence in Reckon One. Also the same for bills. I have multiple subscriptions recurring monthly and I'm not sur...
5 months ago in Reckon One / Banking / Invoices & Bills 0 New idea

Add a Refresh Button for Bank Feeds

One the banking interface window the date shown of the last import date is often not up to date. This is fixed when I use my browser refresh button, but there should be a refresh button within the program. Also should display the internet bank bal...
6 months ago in Reckon One / Banking 0 New idea

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...
over 6 years ago in Reckon One / Banking 12 Future consideration

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...
9 months ago in Reckon One / Banking 2 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)
10 months ago in Reckon One / Banking 0 New idea

Use invoice number OR customer name to allocate receipts

Bank receipts often come in with the invoice number as reference. It would be helpful to be able to allocate by searching either invoice number or customer name rather than go to the invoices page to find out who the invoice was for.
7 months ago in Reckon One / Banking / Invoices & Bills 0 New idea