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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!
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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…
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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:
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support ticket status function is required within Reckon one
There needs to be somewhere to display status of supporting tickets we have logged. Once we log a ticket its impossible to get a real-time status of what is happening with our ticket. We have to call and pray someone will answer. This is not how modern support system should work. So…. Aside from the obligatory email that…
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Edit System Accounts
I used the migration to transfer data and only too late learned what putting accounts down as system accounts means they basically can't be changed. It would be great if I could reverse the system account and let my current assets be just current assets. I have asked several times what a system account does, but no-one at…
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Merged: Supplier Terms
This discussion has been merged.
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Reckon One - Ability to attach pdf's to receipts
I would like the ability to attach pdf documents to receipts in the same manor that you can with payments & bills.
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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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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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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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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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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.