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Action menu in Files folder
Many times I almost click on delete instead of download, my opinion - Delete should be at the bottom of the list
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Reoccurring Bills
Option to add reoccurring bills
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Email List
Apologies if this has been mentioned before. It is very frustrating to have to go back to 'Stage 1 of log in ' to access the email list. quite often that Stage 1 has timed out and then you have to log it in again. This then seems to drag the performance of the system down by having 2 active log ons
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Enable cut and paste
Enable cut and paste from other files
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Option to add reference number for bills to reports
This discussion was created from comments split from: Ability to import previous version of spell checking dictionary.
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Allow Multiple Cc’s on Payslip Emails
I manage payroll for a small company and currently send payslips to the employees and Cc myself. I then have to go into my email and forward the emails onto the employer and his accountant. It would be great to be able to add the employer and accountant to the Cc line along with myself.
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Enable Project-Based Filtering and Columns in Invoice List Reports
I’d like to suggest a feature enhancement to improve project-level visibility within Reckon One's invoicing system. Our company operates primarily on a project-based model, and it’s essential for us to track invoices by project for accurate reporting and financial oversight. Currently, while we can assign a 'Project' to…
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Search all transactions (no matter what type) by amount or date
It would be super great to be able to search all transactions (regardless of the type of transaction) in a global search (kinda like Xero has!), searching by transaction amount, transaction date or by supplier. The current solution to finding these is more clunky than it should be!
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"Share with" button
It might be helpful to consider adding a "Share with" button within the Book, instead of navigating through the ellipsis. This could make sharing more straightforward and intuitive for users, allowing clients to easily share their books with any users, partners, or support teams.
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Ability to import previous version of spell checking dictionary
Can you either make the spell checking dictionary common between versions or allow the custom entries to be imported from the previous version when upgrading.
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Editable Format for Super Data Export
You've just introduced the Super Data Export function, but there's no way to edit the format to suit that required by the clearinghouse. Can this format please be made editable.
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Organise the pay run screen
I don't use the payroll mobile app much but I logged in today as I was out and needed to check a couple of things. It would be nice if the main payrun screen was organised into financial years or had some type of filter to only show a selection of pay runs. Right now it's just a long, scrolling list which makes it hard to…
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Price changes & Price Lists
When changing item prices or editing Price Lists currently we can only bulk select items by individually clicking every line individually or selecting all. Can you please add the ability to click-and-drag select or to select just the parent item to auto select all subitems? This shoud be applied to both price lists as well…
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Payroll reports - Super report - ability to subtotal when different Super types change
When the Super report is created in Reckon One, it does not appear to be able to subtotal or group the various types of super for each employee. It would be useful to have this so that the individual totals appear for the monthly contributions returns. Eg subtotal for SGC, Salary Sacrifice, Employer Additional and Employee…
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payroll reconcilliation
It would be good if we could do a monthly report to reconcile gross and tax payments per month for the financial year - this was available in quick payroll and was very helpful at the end of the financial year.