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Ability to edit older transactions
Having come from Reckon Accounts, I find I miss the ability to make corrections to past entries or add comments to them. Today, going through last FY assets, one was in the wrong Gen.A/c, previously I could just edit it to correct it, no so in Reckon One. Similarly tried to add a missing description, ditto, could not do.…
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Drilling down in the Profit and Loss Report
It would be good to be able to run a profit and loss report and extract information from this report alone without having to run a ledger transaction report (which can take a long time to run). Eg, if you wanted to check general program expenses for a certain project, you could click on the amount and it would only bring…
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Improved layout of screen when adding timesheets to invoices
In the new invoicing screen, when adding line items to the invoice via existing timesheets I cannot see a preview of the totals. I used to be able to do this in the previous version of invoicing (the one you are retiring). Can you bring that back please? Ensure we can see the total of the timesheets we are adding to the…
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Allow users to include custom fields in the emails for invoices, payroll, reminders, etc.
We have the ability to create custom fields in customers but we cannot reference those custom fields in email templates.
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The invoice header columns should stay fixed/frozen as you scroll line items
In the new invoice interface, when you have a large number of line items (say 50 line items) as you scroll to line items to adjust anything in them (category, description, rate, qty, tax, etc) you need to continuously scroll back up to the top to understand/confirm what column you are about to change. If you have a large…
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Service Dates should import from timesheet to invoice automatically.
After adding the service date column to invoices I was surprised to see that they must be manually entered, even after importing timseheet data. It would be a huge improvement and time saver if this process could be automated when importing the timesheet data. I'm sure other businesses that invoice after longer intervals…
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Total on SuperStream Page
At the moment the total on the SuperStream page only shows the total per employee but not the total superannuation that exists in the batch. Simple, but useful.
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Editable <Standard> Payslip
Allow the <Standard> payslips to be edited the Reckon Standard Pay Slip is not the same and you can't achieve the same output using it
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Reckon One graph reporting
Customer request: Graph reporting for Reckon One, similar to how Reckon Accounts has this feature it would help customers visualize the data easier for them compared to just numbers on a report. Thank you.
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Set the number of deposits to multiple accounts in Payroll
Could there be provision to set the number of Direct Deposits to a second and/or third Account in Payroll? In the case of a small loan to a staff member or garnishee order, for example, the number of payments taken could be set to count down, similar to what is available in memorised transactions.
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Bank Transaction > Allocate Detailed Payment, Enable Attachments
When processing bank transactions and allocating detailed bank payments, I would like the ability to save attachments in the screen. The current message says "This payment needs to be saved before you can attach documents." which I understand as the attachment needs a payment number to reference against however when you…
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Increase the number of characters for No and Ref No in Bills and Chqs
Would love to increase the number of characters available for chq and bill entries. Often have invoice number and it has to many character so we cant enter the full invoice number in the ref no section. Instead I have to write a note with the details. Would be great to have it in the ref no spot.
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Distinctive coloured button for a newer version of the Accounts Hosted application
During the times of the year when there are two available versions of the Hosted application, consider having a different coloured button for the newer year version instead of just having the same-colored button for the newer with that little text "new" on it. EXAMPLE:
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Dates for when employees change status
When an employee changes from casual to full-time for example there used to be a field you could enter an effective date from so you could look back at when this change occurred. There is no such date field anymore.
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Edit Payslip email message
Could the ability to add a message to the covering email for payslips be made available? This was something we used in Payroll Premier.