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I think it would be great to be able to see there is a bill or invoice attached to a payment when you have the whole view open. If you could amend the top bar to be able to see that as well as all this, would be useful
From discussion in the Community about recent updates: In the banking area, I would like to see bank accounts a little less restricted, so that we can post payments and receipts directly to bank accounts. This would help with inter-account transfers and with (now-diminishing) cheque activities eg. replacement of a stopped…
My Eftpos machines balances and deposits the funds into my account the next business day - a separate deposit for every terminal. I have made a rule to code the transactions automatically. Because the deposit shows up the next business day, can we add to the rule to change the date back 1 business day, so it matches my POS…
The ability to add Customer:Job to line items is available in Reckon Hosted. It is not in Bank Data. This seems to be an obvious omission.
Would ber good to be able to change the title of the accounts appearing in fast coding. Accounts all carry the title of the fast coding file without the ability to add the account number or a short name reference.
At the moment we have: * Default Match - within 3 days and exact amount * Advanced Match - Match to Invoices and Bills Users would lik eto expand this functionality to be able to match against any transaction (eg an outstanding cheque from 2-3 weeks ago)
For clients who are not tech/accounting savvy enough to code their own transactions. To be able to send them a report so they can make notes about the nature of their transactions
The most popular feature request for Reckon Account is the ability to attach files to transactions. While we wont touch the code to implement this change, perhaps we could add the functionality to Quick Coding to provide the functionality?
This would be used for querying another user on how a specific transaction needs to be coded.