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One feature of Reckon Accounts that is very much needed in Reckon One for long time users and bookkeepers/accountants to move over to the new platform - is an audit trail similar to that which we are used to please! This trail needs to show (like it does now)… Original details of any transaction All changes to any…
With the new invoice system, we've started using the purchase order field rather than the reference tab which we have always used for our client's order numbers. The purchase order field does not appear in the Invoice list window (very hard to search for an invoice without that option) and we've just noticed that…
I have a number of clients where invoices need to be uploaded to their portals, so I need to print to PDF to upload. It would be great if there was a way to mark these invoices as sent, rather than having to email them to myself so they are marked as printed in the ReckonOne system.
Currently, there’s no way to view or export all bills associated with a specific project in Reckon One. The Ledger Transactions report is too broad, lacks filters, and has export size limitations. A dedicated, simplified Project Transaction Report showing individual bills/expenses tagged to a project would save hours and…
Add an option in Reckon One in Recurring Transactions to enter recurring bills. This would be a universal requirement to streamline data entry for businesses that receive regular bills from suppliers. The recurring transaction could simply then be amended for invoice number, amount and details of the bill.
To be able to quickly search for a keyword/phrase such as an address to see what works were done at that job last. Currently it is very difficult to find previous invoices when you only have an address.
Hi, we have very similar timesheet for all staff from month to month. We need the option to upload timesheet from Excel file or an integrated option to duplicate previous month's timesheet for editing.
It would be helpful if invoices clearly showed when a specific coupon or discount has been applied. Currently, it's difficult to tell how much was deducted from the total balance or from a line item and why it was applied. Something like this possibly with a description of the discount would be helpful to show the customer…
I have just printed to pdf a general ledger report that had the balance column on a separate page. It would be good to be able to set reports to one page wide or choose landscape if the report is not fitting on portrait.
As part of our monthly management reporting requirements i am creating the same set of journal transactions to align ledger balances with actual business flows. It would be great to set these journals on a recurring schedule, much like the recurring options in Invoices and Receive Money.
Hi Everyone! 👋 We’re excited to share that our design system, Balance, has been introduced to Reckon One - starting with the navigation and colours! 🥳 We’d love to wave a magic wand 🪄 and have it apply everywhere, but that will mean spending less time on building the features you need to support you as you run your…
We're super excited to announce that Pay Templates are now live in Reckon Payroll! This new feature provides the capability to create, manage and update pay setup information for employees in a single location making it easy to apply settings to multiple employees. This helps save time in manual entry, reduce errors and…
Reckon Payroll's latest update is a significant one that introduces the highly requested Pay Templates feature along with other new enhancements. I'm a little late in publishing these release notes so my apologies for that but please check out the full inclusions of the latest Reckon Payroll update below. 🆕 Pay Templates…
We're super excited to announce automated invoice reminders for Reckon One are here! This new feature is available now and is a great way to take the stress off from manually chasing up payments on any unpaid invoices! Automated invoice reminders have been designed in response to your valuable feedback and is customisable…
Reckon One has received a new update which has revamped a feature that has been highly requested by our users! We've also squished a few niggly bugs. Check out the inclusions of today's update below! 🆕 Ability to add notes to an employee! One of the most highly requested features has been the ability to add notes to an…
Reckon One has received a new update today which introduces an additional way you can onboard new employees with the Reckon Mate app! This update also includes more enhancements to classifications and more, check out the inclusions below. ✨ Self-onboard your employees with Reckon Mate! We're super excited to introduce a…