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If you could have the search function in Bankdata, STP even partners client lists it would make it so much faster to find your client especially if you have a few.
Merge the Reckon One 'Subscriptions' and 'Shared with me' pages so a user can see all available books in a single area. A 'shared' book could have an arrow symbol indicator on it instead. This would avoid users assuming they could not see a shared book when it is hidden on the separate page.
Currently the name of a R1 book cuts off. Can we look at this going over 2 lines please
It will only allow to select from drop menu, does not allow my correct address.
Not all entities using Reckon have a credit card. It would be better if payment could be set up via payment from a bank account.
Feedback from Customer "You need to alert customers to the fact their subscription has expired so they can take immediate action to remedy the situation rather than just lock the book mid-flight with no warning, I wasted two hours of my life trying to figure out why your system wasn't working. If it hadn't happened in mid…
Could you add an option to have Reckon email its customers their monthly invoices. Notification for Reckon's price increases too. Thanks
I am finding it quite annoying to have to go through three steps to login, especially as I have to do this every time I lapse due to inactivity, which in fact is EVERY time I want to enter data. I have to reload ReckonOne, submit cached login details, select SHARED WITH ME (no benefit to this as I never choose anything…
Off the back of a R1 customer onboarding review, there are a couple of action we'd like your help with. when a prospect signs up with SSO I dont believe we're able to retrieve their mobile number. Are we able to prompt this as a 2nd step in the process? Also for users that sign up without SSO, can we set up a a mobile…
ability to add a unit number to your company address.