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Print directly from a report
Currently, there is no direct print option when generating a report in Reckon One. As a workaround, you can export the report to PDF, print the file, and then delete the downloaded file if needed. However, it would be ideal to have a built-in print option to avoid these extra steps, similar to what’s available in the…
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Bank Transaction > Allocate Detailed Payment, Enable Attachments
When processing bank transactions and allocating detailed bank payments, I would like the ability to save attachments in the screen. The current message says "This payment needs to be saved before you can attach documents." which I understand as the attachment needs a payment number to reference against however when you…
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Estimates - make them customisable (like Invoices)
Sometimes, we have to write descriptions of various scope of works in estimate. Currently there is no provision in current template for estimates. It would be good to emulate what is available in the new invoice experience where it allows you to add text-only rows.
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Open full item list when using Adjust Quantity/Value instead of individual item
Requesting update from Reckon so that when you look up an item in the Item List then right click on that item and select 'Adjust Quantity/Value on hand' it automatically goes to that item instead of the whole list. I rang Reckon today and they advised this is currently not available. Bit crazy. What happens if you had…
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More Tax Codes for BAS
I would like to see another tax code to exclude transactions from BAS altogether. I have various transfers between bank accounts, drawdowns from TryBooking, "pass-through" transactions, and payments for holding deposits (eg, theatre hire). These are not sales or purchases, and are irrelevant to GST and BAS reporting,…
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Reckon One Invoice showing a counter or indicator of the current number rows present and the max
It would be useful if there can be a counter or indicator that lets the user know how many lines/rows are in the invoice and how many more are available up to the max limit (200).
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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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Ability to set applicable tax code at Contact (Supplier) level
When creating a Bill, Reckon prefills the Tax Code field with the set default tax code at book level. In our book, it is set as NCG as that is the most common tax code for the Bills we receive. However, there are a small number of Suppliers that are not registered for GST or are GST exempt so their tax code in Bills needs…
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Ability to use Custom Fields as Columns in Reports for Reckon One
Currently in Reckon One there is the feature that allows for the creation of "Custom Fields" for company, customer, invoice and items. Record extra information with custom fields in Reckon One - Reckon Help and Support Centre However, those custom fields are not exposed or able to be used in Reports. In Reckon Accounts, a…
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Merged: Ability to customise payslip email message
This discussion has been merged.
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Allow the admin to mark broadcast messages as read for everyone
I like the idea of the broadcast messages can we have an option for the admin to mark them as read for everyone though
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Merged: Grand Total for all employees in SUPER STREAM batch
This discussion has been merged.
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Management Reports (reporting packs)
The ability to run a Management Report would allow you to combine multiple key reports - such as the Profit & Loss, Balance Sheet, and Statement of Cash Flows (not currently available in Reckon One) - into a single packaged document. It could also include sections for sign‑offs, notes, and even an accountant’s declaration,…
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Audit trail button on Create Invoices screen
It would be helpful if the Create Invoices screen included an Audit Trail button that showed all the changes and amendments made to the invoice. Currently, the only way to view changes to an invoice is to run a custom Audit Trail report which is quite time consuming.
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Merged: Estimates - make them customisable (like Invoices)
This discussion has been merged.