Best Of
Re: Items List
Hi @agofarm
No, there's no change to the ability to reorganise Lists, however a subitem does need to be the same type as it's header (eg You can't move an Inventory Part-type sub-Item underneath a Service-type Item header)
You may just need to click on the diamond column header to reset the list to its default order, first 😁 :
Acctd4
Re: Where are your backed-up transactions?
Hi @SteveTH
Cannot give you any constructive comment on the missing and re-appearing transactions. However, as far as the size of your QDF file goes, mine is now over 30MB and I'm not having any issues.🤞🤞🤞
Oh, Validate and Super Validate can often fix some issues.
Cheers jc
Re: Where are your backed-up transactions?
Also i would restore a slightly older version just to check the figures and then you can always go back to your latest, what version did you upgrade from?
Re: Reckon hosted on a laptop
That's no problem @Kris_Williams, if you do find yourself having connectivity issues and notice in task manager the RAM is not being eaten up by other background tasks or programs.
Take a look at the performance tab and check out your latency and bandwidth usage like here:
Best of luck!
Lucas
Re: How do I access Advanced Reporting in Reckon Ultimate
If you continue on with your Reckon One subscription on the Ultimate plan then it'll come included. I believe we may need to do a couple of things to make that happen but its all handled on our end automatically so you'll only pay for your Ultimate subscription.
You'll get a call or two from our Customer Success team throughout your trial to check in to see how you're tracking and if you need any assistance or have questions etc so we'll definitely take care of anything should it come up 🙂
Rav
Re: How do I access Advanced Reporting in Reckon Ultimate
Hey there @kerriehs, welcome to the Reckon Community 🙂
With Reckon Ultimate, you do indeed get access to Reckon Insights which is our advanced reporting solution that integrates with your Reckon One book.
If you're trialing Reckon Ultimate you should be able to also trial Reckon Insights without any upfront charge. Just like your Reckon One trial, you'll need to enter your payment details to kick off a trial of Reckon Insights but it shouldn't charge you today (example below).
I'll add a guide on setting up Reckon Insights here - but please let me know if you have any questions.
Rav
Re: Unable to open company files after installing Reckon Accounts Personal Plus V31
We're you using Home & Business 2022 rather than personal plus?
From the looks of that message, it sounds like you've downgraded to personal plus whereas your file was used on the higher version previously?
Re: Back Up Files - RECKON PERSONAL PLUS
Your working data files should be on C: drive but your backups can be on One drive or anywhere you like.
Re: Keyboard entry into Reckon One
Hi @Linda ABC, great to see you back on the Community 🙂
Thanks for raising this idea and love to hear you're using Reckon One.
In regard to keyboard shortcuts, we've recently introduced a number of keyboard shortcuts in selected screens to allow quicker data entry. You'll find dedicated keyboard shortcuts for a number of actions when creating a new invoice, pay run or journal.
For dates specifically, there are several shortcuts when entering dates that allow you to quickly add in dates or jump to specific time periods. I'll add table below of date shortcuts specifically but you can also see them on-screen in Reckon One when clicking the date field in invoices.
Keyboard shortcuts for entering dates in Reckon One | |
|---|---|
Today | T |
First day of the week | W |
Last day of the week | K |
First day of the month | M |
Last day of the month | H |
Previous day | Alt ← |
Next day | Alt → |
Previous week | Alt ↑ |
Next week | Alt ↓ |
Previous month | Alt Shift ↑ |
Next month | Alt Shift ↓ |
Previous Year | Ctrl Shift ↑ |
Next Year | Ctrl Shift ↓ |
First Day of the Year | Y |
Last Day of the Year | R |
In addition to dates, we've also got a range of other keyboard shortcuts for various invoice or journal actions which you can see on-screen by clicking the Help option in the top right corner when creating a new invoice or journal entry but I'll also add a guide here which outlines them in full -
Note: The above keyboard shortcuts are currently available in the invoice, payroll and journal screens in Reckon One but we're looking to progressively expand this.
Also, as a little sneak peek, in our next update for Reckon One you'll be able to find items by item code, more info on that to follow soon so stay tuned.
Hope that helps but let me know if you have any questions.
Rav
Re: RAH Employee Entitlements
Just to elaborate further, there are 2 main default leave reports within RA/RAH …
The Leave Liability Report is a summary of each employee's current leave entitlements (incl their $ value, based on the employee's Hourly Rate or Salary) This report is generated from the leave tabs of each employee record itself, so when you drill down, it will take you to that employee's record. Therefore, it is not editable for just a specific timeframe only. You can however, still add/remove relevant Columns & Filters as it has the Modify Report option.
The Leave Accrual Summary is reporting on leave used & available as per Paycheques. This one is also therefore date-changeable - in the Modify Report option:
When you drill down, it will take you to a report on that employee's Paycheques, showing their specific leave movements - Accrued/Used/Avail - each pay:
As always, both reports can still be renamed & Memorised 😁 :
Acctd4