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This would allow clients who moved from desktop ranges to reckon one have that feature which they are already familiar with and expecting the same in reckon one.
When you complete a Pay Run in Reckon One a Make Payment Transactions is created, also a Journal, and Bank Payments. It would be good if there was a "Linked Transactions" button in the Make Payment that you can use to view everything linked to that Make Payment/Pay Run, such as the Payr Run, Journal, Bank Payment, etc.
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.
There are numerous times when it is neccessary to customise a report. It would be greeat to be able to save the settings of the cutomised report for re use, just like memorised reports in Reckon Accounts. Most of the competitor products have this feature.
This discussion has been merged.
Hi everyone, I would like to make the suggestion of adding email functionality for reports in Reckon One, similar to the feature in Reckon Accounts / Hosted. I believe this would be useful for instances where you need to send reports to an accountant, director, etc. This would help speed up the process and reduce the…
Sometimes, we have to write descriptions of various scope of works in estimate. Currently there is no provision in current template for estimates. It would be good to emulate what is available in the new invoice experience where it allows you to add text-only rows.
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.
In relation to the new product, Stripe, it seems we still have to bear the cost of the card fee. We currently are with a system where those fees are automatically added to what the customer pays. We would not consider changing unless Reckon offers the same. To have the receipts apply to our customer accounts is not…
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…