Usual Tax Code and/or Tax Code on Bank Transaction screen, make one screen

James McIntosh
James McIntosh Member Posts: 13 Reckoner Reckoner
in Reckon One Ideas

Hello, I've recently switched from Reckon Hosted to Reckon One, and getting used to the integration of Fast Coding and also the Bank Transactions screen.

Fast Coding screen has the advantage that I can allocate tax codes per transaction. It doesn't match receipts to invoices like it did when I used Reckon Hosted.

Bank Transactions screen has advantages such as quickly create new supplier/customer, receive against invoices, and allocated detailed receipt for easily working on split transactions and applying different tax codes to each line. However it defaults to entering transactions with no tax code - that's a terrible idea!

My suggestions, in order of increasing amount of work for Reckon:
Suggestion 1: Add a tax code column to Bank Transactions screen when allocating payment.
Suggestion 2: Add a "Usual Tax Code" field to suppliers (and customers?), and apply that tax code by default. Use Allocate Detailed Payment if want to change for a particular transaction.
Suggestion 3: Bank Transactions and Fast Coding screens appear to be overlapping/redundant. Redesign and simplify to one screen. Improve tax code handling while doing so.

Thanks!

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  • James McIntosh
    James McIntosh Member Posts: 13 Reckoner Reckoner

    Update:

    Now that I'm getting more familiar with Reckon One, I see that Accounts in the chart of accounts have a default tax code, rather than suppliers.

    So my suggestion 1 above should be slightly modified to (optionally) show the assigned default tax code on the Bank Transactions screen.

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