Reckon One has just received a brand new update which introduces another brand new Profit & Loss by Detail report and a few other improvements!
Check out the details below!
✨ Profit & Loss by Detail Report
In addition to the two new P&L reports we announced in our last Reckon One update (info here), you now also have a brand new Profit & Loss by Detail report!
This new report will give you a detailed breakdown of your P&L data by transaction. You still have all of your usual P&L summary info in this report along with a wide range of filters such as Accounts, Contacts, Projects and Classifications so you can customise the report with the data you need.
✨ Service Date now supports 2 digit year input
When creating a new invoice, the service date field now supports entering 2 digits for the year when entering a date to make your data entry faster.
For example, entering 150426 or 15/04/26 in the service date field will automatically convert this to the correct date to 4 digits ie. 15/04/2026
✨ Search field in reports menu is now active by default
This one's a small enhancement but one that I think a lot of folks make use of.
The search field is now active by default when you click into the Reports menu. This will allow you to simply start typing the name of any report that you wish to look up as soon as the page loads without first clicking into the search field.
🐛 Bug Fixes
- Fixed up an issue when generating an EOFY finalisation report, the incorrect financial year was loading
- Ensured the Financial Institution field is mandatory when creating a bank account to prevent errors when attempting to save without it
- Resolved an issue where no employees were displayed when creating an update event
- Corrected a problem preventing employee classifications from appearing in the Employee Earnings Summary report
- Fix for favouriting and unfavouriting a report with one tick
- Ensured a valid error message is displayed when the dates field are blank for all applicable reports
- Resolved an issue preventing balances for previous periods (Months/Quarters/Year) not displaying on the Profit & Loss by Period report
- Fix for
No Project option missing within the projects filter on Profit & Loss by Project report - Corrected an issue when grouping the Account List report by Tax Code
