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Early duplication notification
On a regular basis I receive duplicates of invoices from our workshop. It is not, however, until I finish entering the whole invoice, that I get a notification that it's duplicate. Is there a way to change it so that notification comes through once the invoice number is entered?
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GST on Debtor / Creditor reports
To have the option to show GST component of outstanding amounts on debtor and creditor reports to enable easier GST reconciliations.
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Custom fields for employees
Custom fields are available for customers and invoices but it would be a huge help to also have them available for employees. I would like to add some additional information and have that appear in the employee information report like you can in Reckon Accounts
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Don't Allow Credit Card Purchases to be made from Customers
I can't see the reason behind allowing credit card purchases to be made from Customers. All other purchases can only be raised against Suppliers, and Sales can only be made to Customers. When the same entity can sometimes be both customer and supplier you have to create a Customer and Supplier but the current situation…
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Ability to set leave dates for part-time employees?
Part time employee's that are not required to be taxed at the daily rate, however wish to record the start and end dates of any leave they have taken. At the moment, this triggers the daily rate tax calculation. Could we have an option on the employee profile to select if they are to use the daily / casual rate or not.…
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Audit Trail for R1 similar to Reckon Accounts
One feature of Reckon Accounts that is very much needed in Reckon One for long time users and bookkeepers/accountants to move over to the new platform - is an audit trail similar to that which we are used to please! This trail needs to show (like it does now)… Original details of any transaction All changes to any…
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Marking invoices as sent
I have a number of clients where invoices need to be uploaded to their portals, so I need to print to PDF to upload. It would be great if there was a way to mark these invoices as sent, rather than having to email them to myself so they are marked as printed in the ReckonOne system.
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Limit field for Super Guarantee
Concessional super is capped - to $30,000pa in 2024. high income earnings (above $260,869pa) will hit this limit and will not qualify for super guarantee payments for the rest of the financial year. Any payments above this amount will incur additional taxation for the employee. A limit field to prevent payment above this…
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Ability to add Customer:Job to line item
The ability to add Customer:Job to line items is available in Reckon Hosted. It is not in Bank Data. This seems to be an obvious omission.
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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.