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Postal Address in addition to physical address
In the Customer area, we have both a "Bill To" and a "Ship To" address block available…. is it possible to have somewhere to record an Employee's postal address as well as their physical address too please?
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Payroll item
PLEASE can we have the ability to view and edit ALL the fields on a Payroll item, ESPECIALLY the Leave formulas - we cannot get the calculation of leave to be accurately recorded in Reckon and have to keep a manually updated spreadsheet for Leave Balances and Provisions
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Employee deductions - remove restriction of gen.ledg.accts that it can be allocated to
Something I used to do every payday in Reckon Accounts is not available in Reckon One. That is to allocate and employee's ded'n to a gen.ledg. a/c other than the few that is listed to pick from. Our manager has a loan a/c which we used to repay by taking a set amount off his pay each month. It had no impact on PAYG or…
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Merge two customers and merge a customer and supplier
I have migrated my system over from Reckon Hosted, and previously the reckon desktop app, which has been used for approx 2 decades. There is quite alot of duplicate suppliers/customers, as in its the same individual/company, but we have two different accounts for each. It would be great to be able to merge these.
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Rules for Transfers
We can do Transfers from Bank Accounts to Asset, Liability and Equity Accounts by ensuring that the Show all accounts box is ticked. However, it is not possible to do this when setting up a rule regarding the transfer. In the Rule set up window it is only possible to set the transfer to (or from if it is money in) a bank…
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add personalised fields in customer and supplier lists
I have created a personlised field which I would like to view in a column when I open my customer list. My field is <email att to:> Currently there are specified fields and I do not have the option to see the one I created. If a person creates a field, it is of importance to them. Maybe these created fields should be…
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Add Subtotal item
In Reckon One - as in Reckon Accounts - it would be good to add in an item or a row that Sub-totals all the rows above it? A way to group items together - say products - with a subtotal - then add more items, say services - with another subtotal - before the final total on the invoice. 😁
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Journal report that shows debits, credits and tax code in separate columns
Hi team, I'd like to be able to generate a journal report that shows debits, credits and the tax code (in separate columns). As part of my EOY process, I've always given my accountants this report from Reckon Accounts (filtered by transaction type) to show what EOY journals, loan setups, expiring interest etc, that I have…
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Add Accounts on the fly.
When entering transactions and a relative income, expense, asset, liability or equity account is not already set up, why is that in some windows we can add an account on the fly and in other windows we cannot? In the bank transactions, allocate payment & allocate receipt windows, if just using the contact and select…
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Having a clear visual indicator when a link is added
After creating a link (PO, Quote, Bill), is there a way RAH adds a clear indicator to show when a transaction contains an external link? Thanks
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Reconcile assets, liabilities and equities for loans
Currently in Reckon One, you can only reconcile bank accounts. In Reckon Accounts Hosted, there is the option to reconcile assets, current liabilities and equities. This feature is essential for the client to make sure loans are on track. It would be a good addition to broaden the scope for Reckon One’s reconciliation…
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Prioritise which bills to pay across multiple customers based on cashflow
Idea for Reckon One - In Reckon Accounts Hosted, the client is able to tick a checkbox next to bills that they are planning to pay and then the total amount being planned to pay across multiple suppliers is shown at the bottom of the screen. They noted that Reckon One is designed to add a payment per customer, so it is…
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Include details on Fixed Asset configuration
Fixed Assets is not just about acquiring the asset and listing it on the Balance Sheet. Each year depreciation is charged and the written down value needs to be tracked for the next year's depreciation charge. At the end of the life of the asset it may be sold which will have implications for Profit & Loss. Also, as a…
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Add reports to Reckon One dashboard
The stuff on the dashboard looks cool surface level but isn't too useful, if you could add specific reports to dashboard that would be great, Such as P&L for last month or Unpaid invoices ect…
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Payroll Detail Report - additional feature and formatting
On the Payroll Detail Report, it shows the selected Customer, Project and Classification for the individually coded pay lines from in the pay run, but I am yet to find a way to add this PAYG Tax line and the Superannuation line. There are the dash lines as placeholders for these to have a classification, project or…