-
"Share with" button
It might be helpful to consider adding a "Share with" button within the Book, instead of navigating through the ellipsis. This could make sharing more straightforward and intuitive for users, allowing clients to easily share their books with any users, partners, or support teams.
-
Ability to import previous version of spell checking dictionary
Can you either make the spell checking dictionary common between versions or allow the custom entries to be imported from the previous version when upgrading.
-
Editable Format for Super Data Export
You've just introduced the Super Data Export function, but there's no way to edit the format to suit that required by the clearinghouse. Can this format please be made editable.
-
Price changes & Price Lists
When changing item prices or editing Price Lists currently we can only bulk select items by individually clicking every line individually or selecting all. Can you please add the ability to click-and-drag select or to select just the parent item to auto select all subitems? This shoud be applied to both price lists as well…
-
Merged: Search all transactions (no matter what type) by amount or date
This discussion has been merged.
-
Payroll reports - Super report - ability to subtotal when different Super types change
When the Super report is created in Reckon One, it does not appear to be able to subtotal or group the various types of super for each employee. It would be useful to have this so that the individual totals appear for the monthly contributions returns. Eg subtotal for SGC, Salary Sacrifice, Employer Additional and Employee…
-
payroll reconcilliation
It would be good if we could do a monthly report to reconcile gross and tax payments per month for the financial year - this was available in quick payroll and was very helpful at the end of the financial year.
-
Bank Transaction Rules
When using the match transaction rules in Reckon One, it requires a description to be set for the rule that will replace the description in matched transactions: Thus making it difficult to identify and compare a bank statement to the matched transactions using only amounts: You essentially lose all identifiable…
-
Automated Backups
Ability to automate backups of our data in the Hosted environment. We have regressed after migrating from Desktop where we were able to schedule backup our local drives (including our Reckon database) on a nightly basis from a batch job
-
Separate email addresses for customer invoices required
Increasingly, a number of our customers are asking for invoices to be sent to an email address that is separate to the email address used for statements or account queries. At the moment, the customer information screen in Reckon contains two fields for email addresses (Email and Cc) however if these are both populated,…
-
When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticke
When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked
-
Search by memo field in estimates/ quotes
Easier to search quotes/estimates over a long period of time.
-
The ability to add a comment while entering the payroll information which also shows on the payslip
It would be useful to be able to add a comment /reason for doing something you may not normally do regarding a particular pay or pay period. There have been occasions where payslips are required for a particular purpose, more recently the government incentives, but then I am required to supply additional explanation down…
-
Set a time for payslips to automatically be emailed
Our payroll is prepared and processed on one day with the actual payment in the bank transacting the next day. We like to email the payslips on the day of actual payment. Could there be a feature added where a time could be sent and it would happen automatically or alternatively is there a way I could have them all emailed…
-
Merged: Uploading Invoices from Suppliers
This discussion has been merged.