Best Of
Re: Important Update - Reckon One invoice emails, customer passwords and more! ✨
I would prefer this to be reverted.
I spoke to my builders and they won't click on links in emails period! So they have no way of obtaining my invoice.
I would have to save the invoice as a pdf to my system then email them seperately
asbuilt
Re: Important Update - Reckon One invoice emails, customer passwords and more! ✨
First of all this new functionality adds a feature where link always opens the latest invoice. (A feature only useful if you make adjustment/mistakes). But then takes away functionality like invoice attachment scanning and auto processing by clients. There is now dependency on Reckon server to be available to download the invoice and another assumption that client's firewall will not block Reckon site to download the invoice. Government clients will definitely be blocking Reckon sites and therefore won't be able to download the invoice.
This is a major drawback on Reckon Invoice and could force some to leave.
What you need is to fix the following with invoice
- Allow attachments to be send along with invoice. In my business we send invoices to clients for consulting charges but have to attach signed/approved documentation. Currently, I send email to my company email and then attach the approved timesheet and then forward to client
- With your link invoice feature the clients will be confused to see approved timesheet sent as an attachment while the invoice is a link instead. I will probably download the invoice and send the invoice email with both attachments instead to avoid confusions. More work for me to be using Reckon
- Allow easy customisation of the invoice/payslip/email templates. Currently, very hard and cumbersome
hiten
Re: Important Update - Reckon One invoice emails, customer passwords and more! ✨
Changing PDF attachment to hyperlink for invoice emails is a step backwards and will cost time. How do we turn off or revert back to original format?
None of our customers will accept invoices without original pdf attachment. All their systems immediately bounce the email back to us.
Every invoice will need to be downloaded and attached individually for EVERY SINGLE INVOICE then sent through our own email system manually. Today alone we have 30+ emails with returned invoices deemed unacceptable. We had no idea that this had changed until the influx of emails.
Can you please advise when this will become an option rather than an enforced change as we can't continue like this.
#TipTuesday - Removing Previous Versions of Reckon Accounts Desktop on Windows
As the software updates every year, old versions of software can accumulate over time, taking up valuable disk space and sometimes causing conflicts with newer versions. In this #TipTuesday post, we’ll discuss how to remove previous versions of the Reckon software on Windows, ensuring your system runs smoothly and efficiently.
Why Remove Old Software Versions?
- Free Up Disk Space: Older versions can consume a significant amount of valuable space, which can be problematic on systems with limited storage.
- Improve System Performance: Multiple versions of the same software can lead to conflicts and slowdowns.
- Outdated Information: Old software may have outdated tax tables and rates, which can lead to incorrect data if used. The latest versions also address issues that some users may have reported.
How to Remove Previous Versions of Software on Windows
1. Use the Control Panel
The Control Panel is a straightforward way to uninstall software.
- Step 1: Press
Windows + Rto open the Run dialog box. Typecontroland hit Enter to open the Control Panel. - Step 2: Navigate to Programs > Programs and Features.
- Step 3: Scroll through the list of installed programs. Look for the software you want to remove.
- Step 4: Right-click on the program and select Uninstall. Follow the prompts to complete the uninstallation.
2. Utilize the Settings App
On Windows 10 and later, the Settings app offers a modern interface for managing software.
- Step 1: Open the Settings app by pressing
Windows + I. - Step 2: Click on Apps.
- Step 3: In the Installed Apps section, locate the software you wish to uninstall.
- Step 4: Click on the More options button (3 dots) and select Uninstall. Confirm your choice to proceed.
3. Use Third-Party Uninstaller Software
For a more thorough cleaning, consider using third-party uninstaller tools. These programs can remove stubborn software and clean up residual files effectively. Popular options include:
- Revo Uninstaller
- Bulk crap Uninstaller
These tools often offer additional features like batch uninstalling and the ability to remove registry entries associated with the software.
⚠️ Remember to backup!!!
Its important to note that while uninstalling old program files should not affect your current company QBW and QBB files, it is still a good idea to backup your files to an external location incase anything unexpected occurs.
Hopefully this #TipTuesday helps everyone keep their devices running smoother and frees up some disk space as well.
Jason_Z
Re: Reckon Mate - payslips not appearing
Hi @Therese R
I just wanted to loop back to this one for a final update of sorts.
Reckon Mate has received an update today to version 2.0.63 which includes an enhancement that will allow payslips to appear regardless of the Automatic Payment setting being ticked or unticked in your Reckon Payroll settings. I'd highly recommend all your employees download this latest version as it contains a number of fixes and enhancements.
Just wanted to let you know in case you wanted switch the Automatic Payment setting off now that its resolved. If not you're more than welcome to keep it as-is.
Rav
Re: NEW PAY ITEM TO PAY RUN
Hello Alexis,
Thank you very much for your quick reply.
I will add the pay item to the employee's record prior to the pay run.
JEN
Re: Windows update ate my company file
Thanks Kris - My understanding is the Desktop is just another folder on the C drive, so it really shouldn't make a difference. Thanks for reminding me about backing up Mum 😅🤣 I'm a reformed man now. Running a USB external drive, & got my head around the cloud and syncing, so it shouldn't happen again. Although I dunno … that cloud is run by the same people that ate my files! Call me a conspiracy theorist, but the esteemed Mr Gates just won another $11/month cloud account out of it 🤔 Only about 3 months worth of data entry & reconciling, once I get my suppliers to resend their accounts. Sometimes I wonder what happened to snail mail, pencil and paper and one of those huge old Kalamazoo books 😅
Re: Windows update ate my company file
.QBW company files.
I have separate "Client" folders for each of my clients & inside each one, I have an "RA Backups" subfolder, where I save their .QBB backups 😊😊
Acctd4
Re: Windows update ate my company file
@Rob_9593369 I have "Reckon Files" folders on my C Drive that I keep mine in.
I create a new subfolder for each year & copy the files across before upgrading them each year (You wouldn't need to do that though, I only do it so I can access a client's older files, if required 😊):
I try to only ever save shortcuts on my Desktop (for any file) as an IT guy once told me if something happens, you're more likely to be able to recover files from a folder than from the Desktop itself (as you've now discovered 😢) … because the Desktop can't be easily backed-up by default 😬
Acctd4
Re: Windows update ate my company file
I always save the file in My Documents, or in a Reckon folder in My Documents. There used to be a default folder called Intuit in My Documents but I don’t know if that still happens.
As Gerry suggests I don’t actually store files on the desktop on a permanent basis but I do have shortcuts to say My Documents or any other folder that is often used.
My main mantra for over 30 years is backup, backup, backup. Weekly, monthly and always after doing a bank reconciliation. I once read years ago that when you have done enough work that you think you would not like to have to do again, it’s a good idea to backup, to an external drive
