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Ability to request leave in the Reckon Mate app
Give employees the ability to request leave using the Reckon Mate app. Then go through an approval process on Reckon One
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Allow old Estimates to be made inactive from the list
Rather than having to open each estimate and select the make inactive check box, allow us to select which estimates to make inacitve from the estimates list by simply un ticking. Also, being able to make inactive by date would be excellent ie - estimates expire 30days after creation.
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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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Remove bottom section from customer statements
I am using Reckon One and on the statements it has a section at the bottom beginning with “Please detach and return with remittance to” etc etc. I would like to remove that section below the dotted cut line. I don’t think anyone actually posts anything these days so I believe that this section is completely redundant.…
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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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Creditor Reference
It would be great to have the creditor reference number included in the Bank Details on the supplier so that when you make a payment you dont have to look it up each time and enter it in manually:
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Ability to Match Any Transaction
At the moment we have: * Default Match - within 3 days and exact amount * Advanced Match - Match to Invoices and Bills Users would lik eto expand this functionality to be able to match against any transaction (eg an outstanding cheque from 2-3 weeks ago)
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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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Invoicing - Emailed invoices - Add option for file attachments instead of links
When emailing invoices, the invoices and any other uploaded attachments should have the option of being actually attached to the email as files instead of links. This is because some clients invoice capture systems automatically capture and parse file attachments but cannot necessarily follow links to obtain the relevant…
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Integrate with Brevity NDIS software
Brevity provides a recording service for NDIS to Planners that is essential in managing that business. it includes an invoicing module - information that must be entered into Reckon One Books for accounting purposes. NDIS is a growing industry and substantial invoice volumes are being processed here. A direct integration…
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Usual Tax Code and/or Tax Code on Bank Transaction screen, make one screen
Hello, I've recently switched from Reckon Hosted to Reckon One, and getting used to the integration of Fast Coding and also the Bank Transactions screen. Fast Coding screen has the advantage that I can allocate tax codes per transaction. It doesn't match receipts to invoices like it did when I used Reckon Hosted. Bank…
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Purchase order for sending orders to suppliers
No inventory is becessary for using purchase orders to suppliers. iif purchase orders can be sent to suppliers such as labour work, installation work or electrical work, less chance if disputes and easy works Management.. Very useful to generating businesses with no inventory holding.
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Auto Fill for reference Field
I believe you may have turned off auto fill for reference fields. This feature was very handy (up to 1st April 2025), as it ensures I could make up references and not duplicate them (for bill and payment receipts). i thought it was a feature of ReckonOne, but now believe it is an autofill feature of Firefox that you have…
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Memo field needed in "Payments to Deposit" list and/or ability to double click and open payment.
We use miscellaneous sales/cash sales a lot in our business and it would be helpful when making deposits if we could see the memo field (from the invoice or sales receipt) on the "Payment to Deposit" list - we use this memo for the customer name, if known. There are times when we are depositing a payment from an incorrect…
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SUPER REPORTS
Super Contributions by employee report default sort is by pay run name. There is no provision to include pay date in the report. It would be good to have the pay date included and the ability to sort by pay date to keep it all in order.