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Sending Reports via Email
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…
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Show Supplier GST Status in Bill creation screen
Currently, when creating a Bill, I have to "update Supplier Details" to see the supplier GST status. It would be more logical to see the status when creating the Bill, to know/confirm whether GST applies to the bill or not.
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Keyboard entry into Reckon One
As a new regular user of Reckon One after 30 years of using Reckon Accounts - can I please request some changes to keyboard entries into Reckon One? I am finding that I am unable to quickly enter dates and item codes into my invoicing as I do with Reckon Accounts - I seem to be forced to use the Calendar and the mouse to…
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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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Add 'Search Panes' and 'Account Codes' in Reckon One
Search Panes save time and mitigate choosing an incorrect account. For example: Add a search pane to the Account Enquiry Report to enable the user to enter a partial account name for the selected accounts option - currently the accounts appear in a drop-down box (account name only - please add account codes). This report…
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Recurring Transfers in Reckon One
I have just asked the question on how to set up Recurring Transfers and have been told it is non existent! So …. How about it? I'm sure many people have regular transfers between their bank accounts, so it would be a REALLY useful feature. Looking forward to hearing it's done!
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Budgets per Project in R1
I'm writing from a background as Treasurer for theatrical (comic opera, live stage) musical performances. Gilbert & Sullivan Opera Victoria stages several shows per annum. We budget for each show, as well as non-show overheads and non-operating income. We would like to a) load Budgets tagged with a Project representing a…
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Classifications in Reckon One payroll reports
It would be great to add Classifications as a filter (column) in the Payroll Summary report. Each month I have to do a report for the full payroll for all employees which includes 4 different states. Once extracted to Excel or CSV, I then have to manually sort to each state. By having classifications as an optional column,…
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Simplified BAS tax item selection
When creating a Simplified BAS, it would be great to have a friendly pop-up window as a reminder to choose the tax items by clicking the G1 button. Also, adding a helpful warning message that appears if they try to generate a BAS report without selecting a tax item first. Thanks!! To something like this:
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support ticket status function is required within Reckon one
There needs to be somewhere to display status of supporting tickets we have logged. Once we log a ticket its impossible to get a real-time status of what is happening with our ticket. We have to call and pray someone will answer. This is not how modern support system should work. So…. Aside from the obligatory email that…
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Edit System Accounts
I used the migration to transfer data and only too late learned what putting accounts down as system accounts means they basically can't be changed. It would be great if I could reverse the system account and let my current assets be just current assets. I have asked several times what a system account does, but no-one at…
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Supplier Terms
It would be great to have the "Suppliers" terms so I dont have to enter the due date everytime i enter a bill as I have heaps each week and when I get someone to do my job they dont always know the due dates & no the bills dont always show on the invoice
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Merged: Supplier Terms
This discussion has been merged.
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Reckon One - Ability to attach pdf's to receipts
I would like the ability to attach pdf documents to receipts in the same manor that you can with payments & bills.
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Remove bottom section from customer statements
I am using Reckon One and on the statements it has a section at the bottom beginning with “Please detach and return with remittance to” etc etc. I would like to remove that section below the dotted cut line. I don’t think anyone actually posts anything these days so I believe that this section is completely redundant.…