Hi there. Have been a reckon user for over 10 years. There are many great features and Im a great fan. However.... It may just be me, but I cannot see how the bank feed feature actually saves any time or provides any advantages. Because only the Payee is imported and the reference and Description are left out for the majority of transactions I have no idea what the transaction is. Is this a user issue? (would not surprise me) or is this a software issue?
The same applies to bank rules. Limited use?
Is there likely to be an upgrade one day that makes this area more user friendly. (Please excuse my blasphemy but something akin to Xero would make Reckon unstoppable)
If it is an obvious user issue then happy to be guided.
The same applies to bank rules. Limited use?
Is there likely to be an upgrade one day that makes this area more user friendly. (Please excuse my blasphemy but something akin to Xero would make Reckon unstoppable)
If it is an obvious user issue then happy to be guided.
Jason Hollis, Head of Product
** Note we actually fixed the characters this year however they didnt flow through as expected. The guys have addressed and it will be live next release.
Pam
john
Philomein Jansen-ter Hark
Jason Hollis, Head of Product
As a side note, I myself only started using bank feeds in hosted for my parents business late last year. In the beginning I couldn't see immediate value, however now - once I took the time to set it up properly - it saves me at least 30 - 60 mins per bank rec. Well worth the $5 we pay per month.
Philomein if you would like to contact me via community@reckon.com I would be happy to discuss your requirements (in terms of the types of transactions you enter) and share with you my experience; what works well, and what is best left to manual entry.
Regards,
Jason