Best Of
Reckon Community Rewards Roundup! July 2025 π
And just like that, the first month of the new financial year is already over! Hopefully everyone's EOFY was smooth, stress-free and you've got your finalisations in π
The Community was absolutely buzzing with activity and unsurprisingly it was the busiest month of the year with a heeeeeap of points and badges earned!
July 2025's $100 gift card winner is..
@Kris_Williams was a runaway train in July earning a massive 510 points in July to take out the top spot and well-deserved $100 gift card! Congratulations Kris!
Special shoutouts!
Massive shoutout to @Acctd4 for coming in 2nd with a huge 335 points in July! You're amazing as always Shaz!
A big congratulations also goes to @Eric Murphy for not only coming in 3rd but also earning the Reckon Hall of Famer rank and badge along with @John Graetz in July!
Huge shoutout to @Therese R for earning the Reckon Legend rank and badge on the Community as well!
We also had some significant anniversaries on the Community in July!
Congratulations to @Kevin M_6762399, @Linda Hawkins, @Graham Boast, @GTS53, @Nantasa @Tiffany, @Kate D, @Roger_6882466, @Jennifer Wann, @Michael Pollard, @Jerry Furnell, @Lionel Johnson & @alan_ritchie earn the very rare Ancient Membership badge! Thank you for being such long-standing members
A big thank you also goes to @Rebecca_7630369 @Jo_7459218, @SJ23, @Nantasa, @E-Lan, @Karl Baker, @Bobbi, @Michelle_7617059, @Ray Thompson for sticking with us for 10 years on the Reckon Community and earning the 10th anniversary badge in July!
August has started! Every post, answer, and contribution you make could put you in the running for another $100 gift card at the end of the month. You could be our next Reckon Community Rewards winner! π¬π‘
What is Reckon Community Rewards?
Our Reckon Community members go in the running for a $100 gift card each month just for participating and contributing right here on the Community. Its super easy and for more info click here - Earn Points, Gain Ranks and Receive Rewards on the Reckon Community! π
Rav
Re: Reckon Community Rewards Roundup! July 2025 π
Thank you Luke, the community is a great asset to all of us
Memorised Reports in Reckon One
There are numerous times when it is neccessary to customise a report.
It would be greeat to be able to save the settings of the cutomised report for re use, just like memorised reports in Reckon Accounts.
Most of the competitor products have this feature.
885566
Re: Print Invoice showing ACTUAL BALANCE owing (after part payment)
Customise the invoice and go to the "Footer" tab to add the "Payments/Credits" and "Customer Total Balance". You will probably then have to go to the layout to change where the boxes are sitting on the invoice.
Payroll reports - Super report - ability to subtotal when different Super types change
Therese R
Missing logo image on printed invoices after upgrading πΌοΈπ¨οΈ
Hi everyone
We've received a small number of reports from Reckon Accounts Hosted users that their logo image has disappeared when printing their invoices after upgrading to the new platform.
Invoices that are emailed retain the logo image correctly however printed copies are appearing blank where the image should be. This is not affecting all Reckon Accounts Hosted users but if you are currently experiencing this, please try the steps below.
Change the format of your image file to something else such as .png then upload that to Hosted and add it to your template.
To change the format of your image, open the image file in Microsoft Paint (or other image software), click Save As and select the format as PNG. Alternatively, you can try resaving it as a JPEG if you wish.
Rav
Re: #TipTuesday - Searching in My Files π
Great #TipTuesday @Rav!
For me, I noticed that by default, it only shows 5 entries per page, which makes it tough to find a file when you're searching through just 5 at a time.
If you click the settings icon, you can change it to show 10 entries instead, making it much easier to work with!
Jason_Z
Project-based transaction report β (show all bills/expenses per project, filterable & exportable)
Currently, thereβs no way to view or export all bills associated with a specific project in Reckon One.
The Ledger Transactions report is too broad, lacks filters, and has export size limitations.
A dedicated, simplified Project Transaction Report showing individual bills/expenses tagged to a project would save hours and avoid manual data processing.
A_Shield
Getting to know the new Reckon Accounts Hosted platform experience! β¨
Reckon Accounts Hosted has been upgraded to a new platform experience and we're really excited for you to start using it!
We've put together some helpful tips in getting started with Reckon Accounts Hosted new experience below.
π» Browser permissions
After logging into the new Reckon Accounts Hosted platform, you'll be asked to allow pop-ups along with sharing the clipboard by your browser. This is an important, but very easy step you'll need to ensure you action. Simply click the Allow button on the message that appears for the clipboard and pop-ups. That's it!
If you didn't allow permissions when first prompted or blocked them, check out our info here.
π§βπ» Supported browsers
Google Chrome is the recommended and supported browser with Reckon Accounts Hosted's new platform.
Unfortunately, Firefox and Safari are not supported with Reckon Accounts Hostedβs new platform due to specific browser limitations. These browsers do not fully support the clipboard sharing functionality and have stricter controls around pop-up permissions, which are essential for certain features within the Hosted environment.
For the best experience, we recommend using Google Chrome.
β¬οΈ Downloading & Uploading files
Downloading and uploading files is really easy using the new My Files menu which replaces the Floating Toolbar. You can now download or upload multiple files in one go! Check out our how-to video below for a walkthrough on downloading and uploading files in Reckon Accounts Hosted.
π Searching in My Files
The new search bar is a great way to track down files or folders. Simply start typing out the name of the file or folder you're looking for and results will dynamically appear based on your search.
βΉοΈ Important - Please note, searching will show results within the specific location you are currently viewing only.
For example, if you've opened My Files and currently viewing the Q drive and the file you're looking for is saved directly in the Q drive, then search will find it without any issues π
However if you are viewing the Q drive and the specific file you are looking for is saved inside a folder in your Q drive, search for the folder rather than the file.
π‘ Tip! - if you enter the keyword Folder into the search bar, it will bring up all folders in the location you're currently in.
For more info on searching in the new Reckon Accounts Hosted platform, check out our post here: #TipTuesday - Searching in My Files
πΌοΈ Missing logo on printed invoices
We've received a small number of reports from Reckon Accounts Hosted users that their logo image has disappeared when printing their invoices after upgrading to the new platform.
The print preview and emailed copies of the invoice retain the logo image correctly however printed copies are appearing blank where the image should be. This is not affecting all Reckon Accounts Hosted users but if you are currently experiencing this, please try the steps listed here.
β Deleting files from your Q drive
Managing and deleting files is a lot easier, you're now able to delete multiple files from your Q or B drive in one go. Simply select the files you'd like to delete then select the Delete action.
β οΈ IMPORTANT - Any files deleted from your Q or B drive cannot be retrieved so please take care and ensure the files you're deleting are intended for deletion.
βοΈ Renaming files and folders
Renaming files and folders within your Q or B drive is really simple. Simply tick the file you'd like to rename then select the Rename action. Enter the new file name then select the tick to confirm.
π«₯ Hiding the toolbar
If you're looking for a little extra screen real estate then you have the ability to hide the toolbar, this useful for folks working on smaller screens like a laptop or if you're just looking for a cleaner look. Check out our post here to learn how to collapse the toolbar - Hiding the Reckon Accounts Hosted toolbar! β¨
π» Dual Monitor support
You can now open a separate window using the Dual Monitor feature. This allows you to drag external windows so they can be viewed side-by-side and is particularly handy if you're using multiple monitors. For a list of windows that are supported with the Dual Monitor feature, click here.
π΄ Ending your session
Once you're finished working on your file, its best to disconnect your session. The best practice to disconnect your session is to click Profile β‘οΈ End Session. This will close your company file and session. Alternatively, you can also use the usual File β‘οΈ Exit method.
Learn More
Don't miss our comprehensive guide linked below to help you get acquainted with, and learn everything you need to know about Reckon Accounts Hosted's new platform experience!
Questions?
Need help with the new Reckon Accounts Hosted platform? Let us know by creating a new post HERE.
Rav
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!
DebR