Best Of

Reckon One has received an exciting new update today which brings in a significant upgrade to invoice emails and invoice security. Check out the inclusions of this update below!

📩 Invoice PDF's are now links!

The invoices you create and send to your customers from Reckon One will now be sent as a link in the email rather than a separate PDF attachment.

This update addresses a key challenge around ensuring your recipients have access to the most current invoice information. Previously, any changes made to an invoice that was already sent to your customer would not reflect on that existing invoice and would require a new email to be sent.

Now, your customers simply need to click the link in their invoice email and they'll be presented with the most up-to-date invoice immediately! No need for you to send and keep track of another email 👌

ℹ️ UPDATE

The above update has been rolled back based on user feedback. Click HERE for more info.

🔑 Customer passwords

You can now set a password for specific customers on invoices and statements! This feature enhances security on invoices and ensures only the recipients who should have access to open and view the invoices you send are able to.

You'll find the new customer password settings within each customer profile. Setting a password is optional and is opt-in. You can choose to set a password for invoices, statements or both.

Once you've set a password for a customer, a prompt will appear when the recipient clicks the invoice link. They'll be required to enter the password before the invoice will load.

You can set, change or remove customer invoice and statement passwords at any time.

For full details on protecting your invoices and statements with a password, check out our help guide here - https://help.reckon.com/article/oph9w73fb9

🐛 Bug Fixes

✅ Fixed drag & drop not working when adding attachments

A fix has been implemented for an issue where files could not be attached to a payment, expense claim or bill using the drag-and-drop method.

✅ Trial Balance

Fixed an issue in the Trial Balance report where changing the dates to the last financial year, this month, or this quarter did not update the results.

✅ TPAR - Supplier is not specified error

Some users were encountering a Supplier is not specified error when creating a TPAR. This has been resolved.

✅ Fix for 3 decimal place value in invoices

Corrected the issue where the invoice amount was displayed with three decimal places instead of the correct two decimal places

Questions?

Do you have any questions or feedback about this release? Ask away below and we'll do our best to answer 🙂

Thanks Rav.

Is there an option to reenable sending invoices as an attachement? Many of our suppliers rerequire us to send attachments of invoices so their accounting platform can lift and scan the invoice.