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Memo field needed in "Payments to Deposit" list and/or ability to double click and open payment.
We use miscellaneous sales/cash sales a lot in our business and it would be helpful when making deposits if we could see the memo field (from the invoice or sales receipt) on the "Payment to Deposit" list - we use this memo for the customer name, if known. There are times when we are depositing a payment from an incorrect…
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Order the Super Contributions by employee report by pay date
Super Contributions by employee report default sort is by pay run name. There is no provision to include pay date in the report. It would be good to have the pay date included and the ability to sort by pay date to keep it all in order.
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Ctrl+S
I believe having the Ctrl+S shortcut for saving reports would be a valuable enhancement. It used to work in a new tab with Chrome, but no longer does. Using the mouse to download it is a much longer process IMO
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Unpaid Bills Filter by Due Date
Hi Guys It would be awesome if we could filter the Unpaid bills report by due date?
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To Do List
Is it possible to have items on the To Do List repeating weekly or monthly etc. These are not financial transactions.
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Merged: Notes - Per Individual Pay - Reckon One Payroll
This discussion has been merged.
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Document types for attachments
Hi, I would like to add ODF (Open Document Foundation: ODT, ODS, etc) document types to those permitted in Reckon One. This idea began in a discussion about Invoice attachments, but possibly has application elsewhere within Reckon One and other Reckon products
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Status Stamps on Invoices - customise
Let us upload or format our own status stamps (PAID, OVERDUE etc). They are currently very grainy and not professional-looking at all!
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Search button in Customer field
Make the search function in customer centre like the one in the items list. Nobody uses the one in the customer list because it searches "all common fields" and takes forever. Alternatively, change the default to "Name Fields", which is lightning fast.
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Use the standard Windows file picker
Could Reckon Accounts Desktop please use the standard Windows file picker rather than the one that it uses? This looks different from the standard one in other programs (I'm using Windows 11). Advantages include: More intuitive - same look and feel as the file picker in other programs Support more features, e.g. favourite…
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STP and ABA File Locations
The standard location for ABA and STP files should be as a subfolder of the datafile location. Reckon manages to find this when creating the folder for template icons. The current location is a hidden folder C:\ProgramData in a subfolder buried somewhere below Dante's 9th circle of hell. Everytime I do an upgrade, clients…
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Alert about no stock available at Sales Order stage - Not Invoice stage
At the moment we only get a pop up warning at invoice stage, but its too late then! If there is not enough stock available you CAN currently click on the little box and look at qty available - but this is just another step our sales team could miss and sell something we dont have stock of. Ideally it should pop up when we…
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Ability to schedule backups
I'd love to set and forget my backup for a regular time each week so I dont have to remember to do it manually.
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Make the TPAR easier to find
Processing the TPAR is a once-a-year event, and it's referred to by everyone including the ATO as TPAR. The menu option to generate it is in Suppliers>Tax Activities>Process Taxable Payments and every year have to go hunting to remember where it is. Can you please add a menu option in Reports>Tax and name it TPAR to make…
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Column Widths
It would be great if once we set the column widths the way we need them, that they stay that way and don't go back to the format set by Reckon. Every time I open Lists or the Employee Centre, just to name a couple, they are all squished up and there's one column that is huge and the detail has four letters in it. It is…