Important Announcements for Reckon One 📢

Reckon Payroll upgrade is now available for Reckon One! 🚀
Your new Reckon Payroll upgrade is now available for Reckon One! 🎉 Hi everyone! We're really excited to introduce your new Reckon Payroll experience - now available via the green banner at the top of your Reckon One book! All your existing data will seamlessly populate in the new experience, allowing you to dive right in…
Upgrading to Reckon Payroll from Reckon One 🚀
Upgrading to Reckon Payroll for your Reckon One book Hi everyone! We’re really excited to share a new upgraded Reckon Payroll experience for our Reckon One payroll customers! 🆕✨ In this video, we’ll give you a quick intro and overview of transitioning to the all-new Reckon Payroll experience for Reckon One! All of your…
Known issues & fixes - Reckon Payroll upgrade ⚠️
Hi everyone We're really excited to deliver the Reckon Payroll upgrade to our Reckon One and Payroll Premier (desktop) customers. Overall, the upgrade has been going really well with a huge number of users successfully making the move to Reckon Payroll 🎉 Our teams have worked very hard to make the switch as seamless and…

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Archives for February 2016

How do I reconcile / reflect a withdrawal as a drawdown?
Can anyone tell me does Reckon One facilitate draw-down's? If I was to withdraw cash (as a drawdown) not attributing it to any expenses, how do I reflect this in Reckon One when reconciling the transactions?
Manual upload using Excel
Could a hard copy credit card statement be keyed into an Excel file and be uploaded into Reckon One?What type of file should it be saved as in Excel? It seems faster keying into Excel than inputting each transaction separately into Reckon One
Manual upload to Reckon One
Hi Could an Excel .csv file be imported into Reckon One? Its says imported but I cant see any transactions
I have emailed an invoice from reckon one it shows as sent in the history but customer doesn't recei
I have emailed an invoice from reckon one it shows as sent in the history but customer doesn't receive it? I am having to save and attach to an email myself.
I have set up a credit card feed through Yodlee and it shows as Active. When do feeds take place? Ov
Reckon One for Personal Use
Im trying to get home finances on a single platform program but have a Mac at home. Is Reckon One suitable for this purpose as your Personal Programs do not appear to be mac friendly.
Can I issue a customer receipt or statement in Reckon One Online?
I've found info talking about other Reckon products but not Reckon One online. Can I issue a customer receipt or a customer statement (showing paid and unpaid invoices for a period) in Reckon One Online?
I am trying to make payments but keep getting error message saying "unable to save payment/receipt a
error message
Being able to change invoice numbers in Reckon One
I feel that not being able to change invoice numbers in Reckon One is a major disadvantage. Mostly when you input clients data, unless you are a new company you are not starting from 1, but trying to replicate their previous sequence.
Reckon One - Favourite Reports
Hi all, Check out this video for an overview on the Favourite Reports feature in Reckon One! https://www.youtube.com/watch?v=lIV8goAyI64
GST Issue causing a journal not to save
Hi I am having an issue with the GST on a journal entry. When I go to save it the journal the following error message comes up: I have encountered this problem before but the GST figures in the error message are usually different. I have tried splitting the fuel expense in a variety of ways but I just cant seem to get past…
Reckon One - Understanding Users
Hi everyone, Check out this video on understanding users and how they fit within the Reckon One universe. https://www.youtube.com/watch?v=yiFFnkdPzZw
Entering start position from P & L Statement
I have taken over as a treasurer for a non-profit. They used Quicken, and have simply given me a P & L summary up to the date I took over. I have entered the amount that was in the bank at that time, however how do I enter Income and Expenses start positions up to that point? For example we have collected $XXXXX amount in…
Coles Credit card transactions not being automatically loaded
I have got a Coles credit card and I set it up to get automatic downloads. All was working until 11 December 2015 and I have had nothing since. My login details have not changed and I am getting nowhere with the email support. That's 2 months now. It's the account that most of my transactions go through so it's a major…
Bank feed - can I download transactions from before the feed was created? (Historical transactions)
Hi all Still getting used to bank feeds. I've just set up a new one, but it is only downloading transactions from yesterday (which is the day it was created). Is there any way I can download transactions from before yesterday? The bank account itself has been active for a few months and I don't really want to manually code…

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