-
Custom Fields on Reckon Invoices mobile app
The custom fields for customers in Reckon One are great - but they dont flow through to the Invoicing app on mobiles? Have I missed something or is this a feature we all want in the Reckon One App please?
-
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.
-
Merged: Search all transactions (no matter what type) by amount or date
This discussion has been merged.
-
Merged: Search Transactions
This discussion has been merged.
-
Sending Reports via Email
Hi everyone, I would like to make the suggestion of adding email functionality for reports in Reckon One, similar to the feature in Reckon Accounts / Hosted. I believe this would be useful for instances where you need to send reports to an accountant, director, etc. This would help speed up the process and reduce the…
-
Update Customer information
Now that FAX numbers are obsolete, or rarely used, can the fax number be removed from the initial customer information box and instead a second email address be visible? A second email address would be a lot more convenient in todays age
-
Reckon One Item History enhancement
We request that the item history functionality be enhanced to maintain a detailed change history for items (previous values such as price, tax, or account mapping). And that an API endpoint be provided for accessing this information in the future, as it would be very helpful for audit and migration purposes. Perhaps add…
-
Request for Monthly IAS (PAYG Withholding Tax on Wages) without GST (when reported quarterly)
The ATO allows the option for PAYG Withholding Tax on Wages to be reported monthly through IAS and quarterly through BAS (which includes PAYG W for the final month of the quarter and GST for the entire quarter). May I please suggest Reckon One to provide an option for the above in settings for BAS details? Thank you.
-
Show Supplier GST Status in Bill creation screen
Currently, when creating a Bill, I have to "update Supplier Details" to see the supplier GST status. It would be more logical to see the status when creating the Bill, to know/confirm whether GST applies to the bill or not.
-
Keyboard entry into Reckon One
As a new regular user of Reckon One after 30 years of using Reckon Accounts - can I please request some changes to keyboard entries into Reckon One? I am finding that I am unable to quickly enter dates and item codes into my invoicing as I do with Reckon Accounts - I seem to be forced to use the Calendar and the mouse to…
-
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.
-
Add 'Search Panes' and 'Account Codes' in Reckon One
Search Panes save time and mitigate choosing an incorrect account. For example: Add a search pane to the Account Enquiry Report to enable the user to enter a partial account name for the selected accounts option - currently the accounts appear in a drop-down box (account name only - please add account codes). This report…
-
Recurring Transfers in Reckon One
I have just asked the question on how to set up Recurring Transfers and have been told it is non existent! So …. How about it? I'm sure many people have regular transfers between their bank accounts, so it would be a REALLY useful feature. Looking forward to hearing it's done!
-
Budgets per Project in R1
I'm writing from a background as Treasurer for theatrical (comic opera, live stage) musical performances. Gilbert & Sullivan Opera Victoria stages several shows per annum. We budget for each show, as well as non-show overheads and non-operating income. We would like to a) load Budgets tagged with a Project representing a…
-
Simplified BAS tax item selection
When creating a Simplified BAS, it would be great to have a friendly pop-up window as a reminder to choose the tax items by clicking the G1 button. Also, adding a helpful warning message that appears if they try to generate a BAS report without selecting a tax item first. Thanks!! To something like this: