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Search function by keywords
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.
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Allow upload timesheet feature or duplicate previous month's timesheet
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.
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Direct credit as a payment method for bills
Reckon Accounts (business versions) should include Direct Credit as a payment method (e.g. for paying bills). Currently if I want to record a pay anyone bill payment and avoid the Bank online functionality, I have to record it as a cheque, as that's the closest suitable option. Cheques are being phased out in a few years…
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Longer name in invoice column in open balance report
Can you please make the name of the column larger than "num" Maybe call it inv number so that i don't have to drag it open every time i run this report. Only one i have to do it for. Please change column width to view full invoice numbers without having to manually expand it.
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Display coupons and discounts clearer
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…
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Recurring Journals
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.
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Notes - Per Individual Pay - Reckon One Payroll
Would it be possible to have a note section that can be added each pay run for individual pays rather than writing in their general profile? There are often times when a note is required to all employees as well as individually and it would be easier if it could be added as a drop down prior to "Mark as Paid" or "Sending…
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Break down of Tax in each pay shown on payslip
This would be particularly helpful as was asked by an employee to have a breakdown of their tax amount which shows how much is general tax as per the NAT 1005 and what their amount is for Study and Training Support Loans as per NAT 2173. I have selected the required boxes under the tax area in the employee set up, but…
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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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Filter employees by Payroll ID
It would be great if in the Payroll Employees screen we could filter by payroll ID instead of just by alphabetical
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Add a grand total for the amount outstanding in the unpaid tab.
Add a grand total for the amount outstanding in the unpaid tab.
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Reckon One - Reconciliation running balance
Hi All, I have had feedback around a feature request for a running balance in the Bank Reconciliation section by having a running balance like Reckon Accounts. It will allow for easier reconciliation and potential mistakes that can be made to be identified as you tick transactions off to see your running balance. I think…
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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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Dates for items on pay slips
In the software I can add dates for things like leave or allowances or higher duty pay but these do not show on the payslip. It would be useful if there were a setting somewhere to have these dates show. The reason I ask is that I am making some backpayments over a period of time and want to show the employee the period…
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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.