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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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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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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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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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Dashboard for options, have report
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…
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Employee List Report - additional optional columns
We frequently need an employee report that includes all of the employee's personal information. Currently, we have to run, export and then combine both the 'Employee List' report and 'Employee List - Payroll' report to export all of their individual information. Having the additional columns of Postal Address (it only has…
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Employee Pay slip - leave dates on pay slip
On the PDF generated pay slips that are sent to an employee it doesn't add the dates that are generated in the pay run against that leave type, it only generates the number of hours and the type of pay on the line. These dates do generate in the Payroll Detail report, but the employees don't see this report. CURRENTLY:…
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Individually Employee - generate multiple payslips
I love the new feature of being able to now generate multiple PDF pay slips from a pay run together and being able to see the individual pay slips under an individual employee's card. However, I would love to see an option that would allow us to generate this kind of mass PDF pay slip report but for an individual employee…
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Table and Total
there are few custom field options in header area but nothing in Table and Total, rather switching on and off few options. Can we please edit Labels like items, description to something else according to our business need. Not everyone sells items or products. Option to add more columns, like we can add empty rows and able…
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Set my own colour in Feature Colour invoice template
I've just started using Reckon One and setting up my first invoice template. I'd like to be able to add my own business colours to the invoice template. Please add a colour picker or hexadecimal option to the feature colour section
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Creating a Note on Payslips
Would be good to have the ability to add a note to an individual employee's Payslip