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Ability to send customer statements from the statements list
It would be great to be able to send customer statement from the statements page and not have to click and drill down into each individual customer to find the send statement button.
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Reckon One - Reconciliation running balance
Hi All, I have had feedback around a feature request for a running balance in the Bank Reconciliation section by having a running balance like Reckon Accounts. It will allow for easier reconciliation and potential mistakes that can be made to be identified as you tick transactions off to see your running balance. I think…
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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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Invoice Status Label
Can you revert the invoice status label back to the bold and coloured label instead of this new standard fond label with just a little coloured dot. It was so much easier to see what was PAID, UNPAID and OVERDUE with the bright colours. The Bill label still shows the bold and coloured status label. Please don't change this…
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Add a column for total hours for each employee in a pay run
Adding a total hours calculation for employee earnings
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Increasing character limits in Employee profile
If possible, could the character limits be increased in the Employee profile. I use this routinely to record dates of pay increases, dates that employee has requested salary sacrifice arrangements or increase in tax withholding etc. I also use it for historical purposes if a significant amendment to a payrun occurred…
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Reckon Hosted Dual Monitor: Additional feature requests
1- I want that in single user Hosted license, I can see the item list on one monitor and Purchase order on the other monitor, so that we can view both at the same time on different screen while maintaining full visibility (not making their windows small). 2- Can I look at the item list and then drag and drop to the 'Create…
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Journal Processing Improvements
When processing a journal, the tab key does not move your cursor to the next sequential field, it jumps all over the place. Would be great if the tab order was corrected (for forwards and backwards). If you accidentally enter a tax code onto a journal line, then delete it, you are unable to save the journal. You need to…
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Calculate on Total Column
It would be a great help to be able to use calculator function when splitting transactions and entering figures on the 'Total' column instead of having to use separate calculator when entering data. The old Reckon Premier Accounts program allowed this but frustrating the inability to do this on Reckon One.
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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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Quicker way to enter dates in payments
Would be helpful if when entering lots of payments you could just type 17/7, tab and it would filll in the 2026 like Reckon Hosted does. Also would be good to have a keystroke for save and next once I have completed that transaction and are ready to move to the next one.
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Session Time out options
I would like to request that Reckon Accounts Hosted add an option for time out settings to be increased. It is very frustration to have to constantly log back in if the session has timed out. We are in and out of the system all day and sometimes the session could sit idle for a few hours but when we need to use Reckon we…
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Email invoices to be input
Similar accounting softwares have a feature where you can fwd a bill thats been emailed to you to a specific email address connected to Reckon One. Then this automatically saves it in the cloud and pre-fills the invoice in the system.
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Option to stop calculating SG once max SG limit reached
For employers who do not pay super above max SG of $32,500 it'd be useful to have an option so that Reckon Payroll will stop accruing any more super once the limit is reached. This is for employees earning above max contribution base $270,830 but not receiving statutory super above $32,500. Without this feature, employers…
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Time sheets with customer sign off
Lots of customers want to sign off on your time sheets. Give us a way to digitially send it to them to click "accept" with a printed copy if they want to sign it and keep it.