Best Of
Re: Mass IIF file upload for amended customer names
Hi @Dianita,
From this error, I think one of the names (line 37) is already used in Vendor (or Employee). Please note that the entity name is unique between customer, vendor and employee.
There is no good way to batch update your customer names, if you need to add new customers only, you can use the IIF import (as long as it follows the requirement above). Other than that, you would need a custom solution (using Reckon SDK), it is only helpful if you need to do this process every now and then.
Re: Customer list IIF upload file - active/ inactive status
Hi Dianita,
Glad to hear that you had been able to successfully isolate and identify the issue.
Thank you for sharing your findings with the Reckon community.
Regards,
Re: Faturalar
The 'Invoice List' report in Reckon One will generate a report of a invoices issued to your customers and it then allows you to drill down into a specific invoice to view its individual details. Check out my screen recording just as an example below.
The 'Make Payment' window contains Reference, Details and Allocation Notes fields to give you options on adding additional information relating to the payment.
Re: Adjustments didn't migrate
Thanks for help. Still had trouble trying to enter information in YTD and any adjustments until I deleted app and then downloaded it again - then everything worked just as it is meant to.
Finally all is balanced :)
Re: Faturalar
Hi @Casper11
What sort of invoice content/detail are you looking to view in a report?
Have you had a look through Reckon One's reporting options?
📲 How do I edit or amend a previous pay run in the Payroll App?
How do I edit or amend a previous pay run in the Payroll App?
Hi everyone,
If you need instructions or details on how to edit an existing pay run that you've created in the Reckon Payroll App, check out the help video I've published linked below.
Re: Payroll Summary Super issue
I think we might need to take a closer look into that Janine. Can you please give our Reckon One tech support team a call when you can and we'll get a technician to check your setup.
Re: Cannot reach server
There are different image formats that can be uploaded in the community pages to avoid having large images that make it hard to navigate between posts. Perhaps the image scaling feature - large, small etc is not working - these just flash across the page
Re: EOFY gross salary error
Hi Rav,
Yes, both EOFY finalisation statements show a ‘success’ status. However, when my accountant goes into the ATO portal it says my EOFY statement hasn’t been submitted despite the EOFY finalisation statement showing a ‘success’ statement in the app.
In addition, the EOFY statement figures in the App are not the same as the figures on the ATO portal. Are you referring to the YTD reports in regards to balances? If so, the YTD report figures are different to the initial YTD figures. Neither of the figures in the YTD report or initial YTD page are showing in the ATO portal figures. Let me know if I’m not talking about the correct ‘balances’
Thanks for your assistance.
Larry