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Hi @CindyR

If your letter is in Word format, you can try using the built-in feature to convert and existing document to a letter template.

On the Reckon Accounts Enterprise desktop, there is an additional menu option.

Since there is no longer an integration on the Hosted platform with the Microsoft Office products such as Word or Excel, the menu on the Hosted application is different and does not offer that Customise Letter Templates option.

Thank you Rav and Tanvi,
I have now registered the company with the ATO for WHM. And will follow the suggested set up from Tanvi, appreciate your assistance.
Regards
Bernessa

Hi, Does Reckon Hosted have a demo company that can be loaded when you are in a trial of the product? Thanks

Hi @Bronwyn_9084030

You'll be able to download a sample file which you can use in Reckon Accounts Hosted to test out it's features, functionality and workflow from the guide linked here -

https://help.reckon.com/article/x0fto88xs7-kba-4998-reckon-accounts-hosted-sample-file

Thanks Shaz, I will look into creating that report.

Welcome to the forum @FarlowGroup !

Create a “Clearing” bank account - This is a dummy bank account used for the purpose of receiving & making contra payments.

Receive Payment - for the FULL amount of the invoice - Depositing to the Clearing account.

Write Cheque - OUT of said Clearing account - for your reimbursement to the client.

You will now be left with the NET amount that the client actually paid. Write Cheque (or Transfer Funds to move this into your main bank account (as per deposit you actually received) 😁

@Robyn_9510457 Are you generating a NEW STP file, after making the corrections ?

The original file will be as it was when exported/uploaded (eg containing the errors) - If you make changes, you need to create a new file to capture those 😊

So while doing pays today I was taking notes of the steps so I could inform you and for some reason after weeks of this error happens this week it actually worked the way it should, so fingers crossed whatever the problem it's fixed but if it happens again I will go through the process again,

Tanvi

I deleted the incorrect draft pay before it was actually submitted then had to go back in and select correct pay which then I am able to select the file I want.