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Reckon Insights

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Add a 'Transaction Search' report

Add a new report called 'Transaction Search' this report will list all transactions across my Entities and allow me to add filters, such as Date, Name, Amount etc to search and find specific transactions.
8 months ago in Reckon Insights / Visualisation 0 New idea

Add a Created/Last Modified field to Insights Transaction Reports

Update Insights to add a new field that shows the date that the transaction was created.
10 months ago in Reckon Insights / Visualisation 0 Planning to do

Add the ability to report on Items / Inventory

Add the ability to report on transaction split line detail including Item / Inventory information
10 months ago in Reckon Insights / Data source / Explore / Visualisation 0 New idea

Reckon Insights - Data Feed to Excel/Uploading CSV files

A lot of leads have been asking about this. All of them use Excel and if they can upload a CSV file they may not even need to have data source to do consolidated reporting. They can start using Insights a lot sooner.
about 1 year ago in Reckon Insights / Data source 0 New idea

Add Square as a Data Source

Add Square as a data feed
8 months ago in Reckon Insights / Data source 0 New idea

Data Source - Reckon Accounts Desktop

Add Reckon Accounts Desktop as a Data Feed
10 months ago in Reckon Insights / Data source 0 New idea

Data Source - Stripe

Add Stripe as a Data Feed
8 months ago in Reckon Insights / Data source 0 New idea

Ability to manually start a Sync

I want to be able to manually start a sync with my connected data source.
over 1 year ago in Reckon Insights / Data source / Management app 0 New idea

Add an out of the box 'Customer Sales' dashboard

Add a new out of the box Dashboard specifically focused on Customers. Some of the Metrics that could be included on this Dash are: New Customers MTD & YTD Previous Month & Year Repeat Customers MTD & YTD, Previous Month & Year Orde...
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Compare my data against ATO performance benchmarks

As a business I would like to see how my financial results compare to the ATO performance benchmarks to: Alert me to where my business is over or under performing. Ensure my business falls within industry benchmarks to reduce my chance of being au...
about 1 year ago in Reckon Insights / Visualisation 0 Planning to do