Best Of
Re: Payroll sign in error
Can you please give this another go when you have a chance and let me know if its still occurring for you?
Rav
Re: Banks Feeds for PayPal and Credit Unions?
@Acctd4 Thanks Shaz 🙂
@VDLPAUL It looks like you're using Reckon One as opposed to Reckon Accounts Desktop which this post is related to. I'll flick you a reply on one of the Reckon One posts you've commented on 🙂
Rav
Date transaction was entered or updated
Accounts Plus made available the date a transaction was entered/created and updated. I have not been able to find this column/field in Reckon One. Just looking for confirmation of whether or not it is available in Reckon One.
Re: List transactions by user
Thank you Lucas. Yes I mean the user who created or update the transaction. A report that listed the transactions and View History lines for each would be ideal.
List transactions by user
How do I see all transactions for a user? Only place I have found user for a transaction is under View History.
Re: Bank Payments - Reckon One (Reckon Payroll Payments Only)
Hi @Samantha_9713244 ,
Thank you for reaching out.
As Lucas is currently away, I’m here to assist you with your inquiry.
If you have already terminated the employee, you can easily archive them by navigating to their profile. Once you click on the employee, on the right-hand side of the page, you’ll find the "Options" menu, where you can select the option to archive the employee. This will remove them from the active list. I’ve attached an image below for your reference.
If you have any further questions or need additional assistance, please don’t hesitate to let me know.
Kind regards,
Reeta
Reeta
Re: Changing reports from Cash to accrual
Thank you for your query!!
You can change the reporting basis by following these steps:
- Click on "Edit" in the top menu.
- Select "Preferences."
- Go to "Tax" and then choose "Company Preferences."
- Under "Tax Reporting Basis," you can select either "Cash" or "Accrual."
Please remember to revert back to the original selection once you’ve made your changes. I’ve also attached an image below to guide you through the process.
I hope this helps.
If you have any further questions, please feel free to reach out.
Kind regards,
Reeta
Reeta
Re: Hotmail/Outlook
Hi @54668
While we look into the issue with emailing using outlook (new) could you try and install outlook (classic) using this link I found on Microsoft's support page.
Keeping the email provider as Outlook, I’ve had success emailing with the classic version.
Let me know how it goes
Jason_Z
Re: Recurring Unexpected error when generating transaction reports
Thank you for the update, Rav. I have spent a long career in IT, mostly software development management and so I feel your pain and understand that reports not running appears a simple issue from the outside but could involve deep complexities. As a user, however, I just want it to work😀