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#TipTuesday - Using Links with Reckon Accounts & Hosted! 🔗

Link to additional documents in your transactions and lists!

Hey everyone, welcome to another #TipTuesday!

Did you know about Links feature in Reckon Accounts and Reckon Accounts Hosted?🔗

Links is a super handy feature that lets you connect external files such as documents or images to your transaction or list items.

Check out this example!

Lets say I want to link to an image on a particular invoice, I can do this in the transaction within Reckon Accounts Hosted.

1️⃣ Go to Invoices ➡️ Click the Links button

2️⃣ Click Add

3️⃣ Enter an easy to identify name for the file you are linking then add your private or public share link where your file stored with your chosen cloud storage provider ➡️ Click OK

4️⃣ The list of linked files will be added and show in the Links window.

5️⃣ To view and copy the attached linked file simply select it from the list then click Edit and and copy the link you've saved.

6️⃣ Open a web browser or windows explorer (if saved on local network shared drive) and paste the link in the address bar ➡️ press Enter to open/view the Document.

Opening via web browser

Opening via local network shared drive (if applicable)

Why use Links?

You have ability to choose where to store this file on any external storage service such as Google Drive or Dropbox which also allows you to maintain ownership and ensure your files stay current and up-to-date.

The best part?😱 You completely own the linked file, not Reckon. Plus, you don't need to worry about the attachment size in Reckon Accounts since you're linking to the file which makes it really flexible!

Links is available on

Name List	Transaction List
Supplier List	Invoice
Customer List	Sales Receipts
Employee List	Receive Payments
Other Name List	Estimates
Item List	Sales Orders
Fixed Assets List	Purchase Orders
Other: Company info	Item Receipts
	Bills
	Write Cheques
	Credit Card Charges
	General Journal
	Transfer Funds
	Make Deposits

If you'd like to see more detailed information on the Links feature including, check out our help guide linked below.

https://help.reckon.com/article/a4lwucbslf

Nickiu

5

Re: STP reporting

Wrong as in, they do not match my Reckon Accounts figures. The payrun dates have changed as well. Do I resubmit all the pays for May to STP?

My info 24th 8716.25 2508

13th 9010.60 2650

6th 8540.90 2414

20th 8041.25 2251

The above is STP figures and My Reckon figures. This shows STP is higher than it should be.

Wendy_10863906

1

Re: Superannuation Increase

Hi @Pia

I'm not an accountant so my guidance on this will be limited but what I will say is the pay date is the determining factor of where a pay run belongs. So if the pay date for this particular pay run is 2 July, then it'll fall in the 2024/25 financial year and any super will be calculated at 11.5%.

Please note: Reckon Payroll will receive the update for 2024/25 tax table and new super rate later today.
If you haven't already done so, I'd recommend clicking the Follow button on the Reckon Payroll Announcements page HERE so you receive an email notification as soon as a new announcement is published 🙂

Rav

1

Re: Windows Server 2008 compatibility

Dear @Lorri Neal ,

While it should be compatible, you may wish to invest in newer editions of Windows Servers for better connectivity between company files and Reckon Accounts 2024 when using Multi-User Mode.

Kind regards,

Alexander McKeown

Reckon Senior Technical Support

Alexis McKeown

1

Importing lists into new company file

Hello

I have to make a new company file in Reckon Desktop accounts as mine is too large.

I have managed to export and import most of the lists I need. However, I am having trouble with the Item list. It comes up with an error message - "The taxable setting in tax code GST has been changed. This cannot be imported"

Can someone please advise what I need to do so I can import this file?

Thank you

Ann

Ann_10524711

1

Re: How to process the ETP payment in Reckon Host 2023 ( Desktop)

HI shi,

When you use the Termination wizard under Employee>Employee Organizer. You will have the option to create a final pay.

Enter the termination date in the Final pay for the dismissed employee. Process the final pay in the same way as you would for a regular pay run, including any unused annual leaves. And make sure that the ETP is calculated according on the employee's termination reason.

Please consult your qualified Advisor, Accountant or Fairwork Australia for this information.

I hope it helps.

Best regards,

klaura

1

Re: How do I Add Reportable FBT in Reckon Payroll?

Hi @Therese R

At the current time you can add FBT to an employee via the initial YTD section within their specific profile.

Go to an employee and select the option to edit their profile ➡️ Click on Initial YTD ➡️ Click the Add button on the Fringe Benefits item and enter the amounts required.