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Suggestions for Budgets and Budget Reports
1. Why is it not possible to make changes to an existing Budget, without having to 'Save as' a new Budget? A simple 'update' would be great. 2. Why is it not possible to 'Hide Zeros', as it is in the Budget, itself. Currently, it just wastes space and clogs up the report. 3. Why is there not an extra column, titled…
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Ability to add attachments to customer adjustment notes
Hi there, We regularly issue cash credits to customers (strata members) for money earned from excess solar energy exports. As such we need to be able to detail how this is calculated. This information is captured in a PDF that we need to pair with the adjustment note as an attachment. It would be great if this feature were…
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Allocating a Class to a Bank Transation Rule
When creating a rule for a monthly direct debit payment, I cannot allocate this to a classification. This is incredibly frustrating, as it requires manually going to each payment afterwards to update and allocate a transaction class. Can classification be added as an additional optoin. Creating a recurring transaction…
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Pay Button - more options please!
When a customer Clicks on the Pay button when an invoice is emailed to them - could we have the option to either Pay the total balance owing on the account - and show what this amount is- or even the option to make a partial payment and edit the payment amount? Could we also add a Pay button to Statements?
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Add a Totals (Balance) column and a Grand Total (Balance) field to Customer and Supplier - and even
When creating a Customer or Supplier Report and even an Account Report, it would be most useful to have a Totals (Balance) column and a Grand Total (Balance) field, in addition to the individual totals. This would save having to create ans save a XLSX or CSV file and then create a spreadsheet to find those Totals…
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New Reports Menu - not as useful?
The new Reports Menu, showing all the reports under their group headings, is less useful to me than the older style with drop-down menus. May we please have a Settings option to select between the two styles?
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cash flow forecasting
I have had a few clients ask if we have cash flow forecasting. It is a feature that they love in Xero. Is this something that could be developed on the roadmap? Thanks
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Invoice/Statement customisation
Hi. I have just migrated from Reckon Hosted to Reckon One and am disappointed that the customisation features are unavailable in Reckon One. In Reckon One you are very restricted and cannot customise the layout at all. The final view is also not centred. Admin edit: Adding context from comments In Reckon One it appears…
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Classifications in payroll summary report in Reckon One
It would be great to add Classifications as a filter (column) in the Payroll Summary report. Each month I have to do a report for the full payroll for all employees which includes 4 different states. Once extracted to Excel or CSV, I then have to manually sort to each state. By having classifications as an optional column,…
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Automatically email purchase orders
It would be great to be able to select to add all orders the send forms list as we can with invoices to customers
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A clearer indicator of the Upload Source in the Bank Transactions page
In the Banking section, currently the Bank Transactions tab shows the Upload Source in a way that does not make it clearly obvious that it is clickable or that clicking it would change the source for what is being displayed. Whilst there is a subtle background highlight, perhaps it is too subtle. 1: Original current…
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Bulk send invoices
I would like the option to select multiple invoices and then bulk send them. Sometimes i create invoices in advance so be sent out at a later date, and also have used Zapier to create invoices in bulk for me. However currently to send these i have to open each individual invoice and hit send which is very slow. It would be…
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Print Superstream Payment Remittance Advice
Just a suggestion, would it be possible to have print the superstream payment remittance advice? Each time, my client has to create a screenshot to send out to the clients. Ideally it would be really useful to print the bpay details and amount due with date range of contribution. Like a remittance advice for client.
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Merged: Super batch total
This discussion has been merged.
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Employee List Report - additional optional columns
We frequently need an employee report that includes all of the employee's personal information. Currently, we have to run, export and then combine both the 'Employee List' report and 'Employee List - Payroll' report to export all of their individual information. Having the additional columns of Postal Address (it only has…