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Customise the Quick Add button
It would be nice to have the option to customise the quick add button in the book. I'd like to add my own options that I use frequently including some reports
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Ability to change the default backup file name or set the date naming format as YYYY MM DD
By default on the Hosted platform, a backup name is based on the file name and the current date and time. It defaults to the location B:\ with the existing file name and the date and time) and that file name cannot be changed. In this case the in the backup file name it has the Month, Day and Year as "Sep 18, 2025" Just an…
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Update/modernize Bank Accounts widget on dashboard
I find that the way bank accounts are shown on the main dashboard is somewhat clunky. I'd love to see another option offered where bank account balances are displayed as a stacked graph, showing the last 6 months or so (… or make the timeline configurable). When hovering with the mouse over a bar, details of the balances…
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Journal templates
I'd love to have the ability to configure journal templates for periodically repeating entries. Right now as a workaround I select an older journal entry and duplicate it. This can be error prone if you forget to actually click the duplicate but, as you'll end up modifying the old entry… The templates should then be…
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Tax - BAS
I am required to pay PAYGW tax monthly and GST quarterly. It would be good if there was an IAS option as well as the BAS option under Tax. Would mean BAS does not include 3 months of PAYGW and only the current months. Would save on manual calculation. Especially if Reckon One does eventually incorporate lodgement directly…
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duplicating invoice line items for speedier bulk data entry
Hi, It'd be ready useful to be able to duplicate an invoice line item. This way, we only have to change the fields on the duplicate line, where data is different, rather than having to complete an entire new line, which is effectively a duplicate of the previous one, with minor changes. (one or two fields). Just trying to…
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Audit trail button on Create Invoices screen
It would be helpful if the Create Invoices screen included an Audit Trail button that showed all the changes and amendments made to the invoice. Currently, the only way to view changes to an invoice is to run a custom Audit Trail report which is quite time consuming.
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Easy report of sales of item by customer
I would like to have a change to the Sales by item report so that when you select an item from the report it shows which customers have purchased the item and the number purchased in the selected period. Currently there is only a long winded approach where you have to go to Advisor and select transaction reports and then…
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Supplier Credit Refunds
Reckon Accounts Desktop and Online Can you setup the Supplier Credit Refunds, the same as a Customer Credit Refund? The only way possible is to delete the entered Supplier Credit and enter a Journal for the Refund when received.
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Creditor Invoice Numbers to appear on the Make Payment area of Reckon One
Hi can we please get the "make a payment" to a creditor to show the creditors invoice/reference numbers rather than the bill number? the bill number is pretty useless to me & when I have a bunch of creditors to pay with a long list of transactions its a pain in the butt also the same goes when applying credits to bills it…
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Adjustment Notes to show on remittance advice
Hi Is it possible for adjustment notes taken in a payment to show on the remittance advice that is sent to the supplier? It will avoid confusion
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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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Importing Supplier Invoices like MYOB and other packages
Sorry if this has been requested before…. It would be amazing if we could also save PDF Invoices and Receipts and they are automated to pick up the Supplier name, date, Invoice number and po please the amount allowing us to select the chat of account to code it to. It is an amazing feature and a number of my clients…
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Fix Cheque Numbering! Remove it.
In the last year or so, automatic cheque numbering has started for payments made in the account register. So frustrating having to delete these for every transaction. An error created by the software development team. It cannot be turned off. We don't need cheque numbers any more as almost everything is paid…
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Reckon Hosted Dual Monitor: Additional feature requests
1- I want that in single user Hosted license, I can see the item list on one monitor and Purchase order on the other monitor, so that we can view both at the same time on different screen while maintaining full visibility (not making their windows small). 2- Can I look at the item list and then drag and drop to the 'Create…