Best Of
Re: Toolbar Preference Settings
For what it's worth, I've been in and out of Hosted throughout the day and the button to hide the bar has shown each time
Re: Service / Database issues with Reckon Accounts v34 Premier Edition (2025)
This is likely what @DiSmith was referring to in the Task Manager.
Datarec
Re: Reportable fringe benefits
Hi Mikayla
You need to set it up as a new Company Contribution-type Payroll Item called "Reportable FB" (or similar)
Select (or create, if you don't already have them) specific Liab & Exp accounts for this, here:
IMPORTANT! It MUST be linked here to Reportable Fringe Benefits Tax Tracking Type to ensure correct STP reporting:
- Taxes > None > Next
- Calculate based on Quantity > Neither > Next
- Gross v Net > Net Pay > Next
- Default Rate & Limit [Leave all blank] > Next
- Incl Payments … > You can either select or de-select as it's not linked to generate based on any other ones, so this allocation doesn't affect anything > Finish
Then, manually add this RFB Payroll Item - & the applicable $ amount - onto the employee's last Paycheque dated before the end of the FBT year (eg Paycheque date 31/03 or before)
NOTE: This amount is not always reflective of the benefit cost, as the reportable amount is the grossed-up figure, which you need to obtain from your accountant:
Entry of this amount should not be impacting ANYTHING else on the paycheque (eg no changes to PAYG Tax, Super, leave etc) other than displaying - just as Super does - in the Other Payroll Items & Company Summary boxes.
Acctd4
#TipTuesday: Effortless Contacting in Reckon One’s Contacts Centre
This week, we’re shining a light on a handy feature in Reckon One’s Contacts Centre, one I only just discovered myself, and honestly, I think it could be super helpful. It’s the ability to contact your customers, suppliers, and superfunds directly from within the Contacts Centre, without needing to leave your Reckon book.
What is the Contacts Centre?
The Contacts Centre acts as your business’s address book, where you store the details of everyone you deal with: customers, suppliers, employees, even superfunds. But it’s more than just a storage space, it’s also a quick-action hub. If you’ve entered email addresses or phone numbers for your contacts, you’ll be able to click the icons next to them. Clicking the email icon will open a new message in your default email app. Need to give them a ring? Click the phone icon to start the call (available only on devices that support calling features, such as a mobile device or a calling app).
Example in Action
Say you’re reconciling transactions and notice a supplier payment that needs clarification. Instead of switching to your inbox, searching for the email, and finding their contact info, just head to the Contacts Centre, find the supplier, and click the email icon. Simples!
How to Use It
- Go to the Contacts Centre in your Reckon One toolbar
- Select the type of contact you want to reach (customers, suppliers, superfunds, etc.)
- Depending on the type of contact there may be different icons but the main ones are the:
- Envelope icon for Emails
- Web icon for Websites
- Mobile phone for mobile numbers
- Landline phone for Landline phone numbers
That’s it for this week’s #TipTuesday! We hope this little shortcut makes your day a bit easier and keeps your workflow smooth.
Jason_Z
Re: Shared screen/dual usage
I can help you solve this one 🙂
When a second person logs in using the same Reckon Accounts Hosted user login, the session will be mirrored. That second user will see everything the first user is doing on-screen and vice versa.
With that said, you mentioned the file was shared and each user was accessing Hosted using their own individual login. Sorry to ask the basic question, but are you 100% sure they were logged in using their own login? If they were, and the file was shared, it should have allowed individual access to the file.
Rav
Re: Shared screen/dual usage
Hi Rav,
I have learnt something new. I am thinking you are right that we were both logged in under same hosted user. I was setting up the sharing of file that day so had logged in initally to my colleagues user to do this. I had been in and out multiple times as it wasn't sharing at first. Its possible thats when it happened and I didn't realise. Thats a pretty cool feature. I never knew you could mirror the session.
thanks for solving the mystery
cheers
Leanne
Re: Reflect Invoice No. or Purchase Order No. in subject when emailing from Reckon
Hi @Burnbaby
If you setup your Preferences you can use tags.
Click on the Edit menu then Preferences
Go to the Send Forms section and the Company Preferences tab
You can review the different available tags
You can then add a tag to the relevant part of your email such as the Subject line.
Datarec
Re: quicken 2010 personnal plus
Have you done a
FILE
FILE OPERATION
VALIDATE
SUPER VALIDATE
YOUR FILE IS GETTING OLD AS WELL
Please confirm where the file is kept and the file name as it cant be any longer than 8 characters
#TipTuesday - Dashboard improvements in Portal
Good Morning and welcome to another #TipTuesday! If you've logged into Reckon One recently, you might have noticed something a little different in your Reckon Portal dashboard. Maybe you're seeing more Reckon One books or GovConnect tiles than usual?
Don't worry, it's not a glitch! It’s part of the new and improved dashboard experience in the Reckon Portal.
What’s New?
The portal has had a tidy upgrade, all your tiles are now shown in one single view, with advanced filtering options to help you stay organised.
Say goodbye to the "Shared with Me” tab!
Now, all Reckon One books are visible in the main view. If a book has been shared with you, it’ll be marked with a clear “shared” icon so you can easily spot it.
New Filters
By default, no filters are applied, so you'll see everything, including your own books and those shared with you.
You can use the new filters to View/Hide:
- Active books
- Cancelled books
- Shared books
- Owned Books
A Quick Note on GovConnect Tiles
Many users (especially our accounting and partner community!) told us they wanted more control over their dashboard clutter, especially with GovConnect tiles.
You can now choose to hide GovConnect tiles from your view. This does not deactivate them, it simply hides them from your dashboard until you choose to view them again.
That’s it for this week’s #TipTuesday! We hope these new dashboard improvements along with the filter options, give you more control, a cleaner view, and more flexibility to make your Reckon Portal work better for you.
Jason_Z
Re: Customer invoice needs editing - isn't letting me edit it.
Is that one a recent invoice you created yourself?