Best Of

We're going to try and sneak it into Reckon One before the Christmas break all going well, but if we can't quite make it then it'll come through in January but either way I'll keep you posted.

Rav

2

Re: Keyboard entry into Reckon One

Hi @Linda ABC

When entering an item in the invoice, when you type a few characters to narrow down the item list to reflect the item you are looking for, you can use the arrow keys to select the item from the filtered list instead of using the mouse to select it.

Here are some useful guides related to keyboard shortcuts.

Use keyboard shortcuts in Reckon One - Reckon Help and Support Centre

#TipTuesday - Keyboard Shortcuts and built-in Calculator for invoices! 📅🧮 — Reckon Community

Datarec

1

Re: Permission Level Accountant for EOFY

Thank you Rav. I will peruse the information and take it up from there.

ACMC

1

Re: Permission Level Accountant for EOFY

Hi @ACMC, welcome back to the Reckon Community and great to hear you're starting out with Reckon One 🙂

When it comes to sharing and access, Reckon One is really flexible and allows you to customise the access you give to other users. We call these 'roles' in Reckon One and they allow you to provide specific levels of access to others users you share your book with.

If your accountant is requesting admin access to the book, then yes you're correct it will grant the ability to view but also change anything in the book ie. essentially the same level you have as the owner of the book.

Ultimately, the decision is yours if that's the level of access you'd like to provide however if not, you can give them a different permission level (role), or you can even create your own custom role with access to specific areas/tasks. You've mentioned your new accountant hasn't previously used Reckon One so it may be more prudent to provide them with view access while they become accustomed to their way around, just my thought and you obviously don't have to follow that.

I'll add some info on roles in Reckon One here and it also covers how to create custom roles as well - https://help.reckon.com/article/zqu9cvq2x1-kba-5613-creating-a-new-role-for-a-user-in-reckon-one but please let me know if you have any questions.

Rav

2

Re: Airwallex Bank Feed

Hi @kerriehs,

Unfortunately, I can't say much about this being definitely added in the future. However, I can make the suggestion of using our https://community.reckon.com/categories/bankdataideas to raise this as a feature request in the future and our development team will look into it for you.

For now, you will need to use manual uploads for your bank transaction in the meantime.

Let me know if this helps!

Lucas

1