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Website address for suppliers
Can you please add an option to put a website address into the suppliers/customers details. It would be nice to have the extra information. Thank you.
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Project-based transaction report — (show all bills/expenses per project, filterable & exportable)
Currently, there’s no way to view or export all bills associated with a specific project in Reckon One. The Ledger Transactions report is too broad, lacks filters, and has export size limitations. A dedicated, simplified Project Transaction Report showing individual bills/expenses tagged to a project would save hours and…
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Recurring bills
Add an option in Reckon One in Recurring Transactions to enter recurring bills. This would be a universal requirement to streamline data entry for businesses that receive regular bills from suppliers. The recurring transaction could simply then be amended for invoice number, amount and details of the bill.
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View password once logged in to Reckon Accounts Hosted
I would like to be able to see my password once I have logged into RAH. This would be handy as I experienced a problem yesterday that I needed to use another computer to do my work but I couldn't log on as I forgot my password. The password details could be stored in the control panel. The current status of passwords being…
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Filter employees by Employee Number
It would be great if in the Payroll Employees screen we could filter by employee number instead of just by alphabetical
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Quotes on Invoice app
Would like to be able to do quotes from the Invoice App so they can be done on the go and then be able to be converted to an invoice from the app as well.
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Editable <Standard> Payslip
Allow the <Standard> payslips to be edited the Reckon Standard Pay Slip is not the same and you can't achieve the same output using it
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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…