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Sale of Motor Vehicle gst
HI, we traded in a company motor vehicle so I provided a tax invoice to the car dealership. The transaction is under account Non-Current Asset - Sale of MV. What should the tax code be? Should it be against CAP gst code for the BAS? Thanks
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Not receiving GUID id when Creating Bill from API
I am using "Create Bill" post request as mentioned below URL: https://api.reckon.com/R1/{cashbookId}/bills Bill is creating successfully on Reckon but "JSON returns" error like "Error creating a new bill for this cashbook" instead of Bill GUID. My JSON looks like: { "AccountsPayableAccountingCategoryId":…
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How do I create a discount item for customer invoices in Reckon One ?
How do I create a discount item for customer invoices in Reckon One ?
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adding custom fields to customer and Supplier Info
Hi I am new to Reckon. I trying to find ways to add custom field (eg Customer ID, Customer Industry Code etc) to enable me to report, add information when sending invoice etc. My search in knowledge base gives conflicting answers. Can some provide help?
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How can I run a report to show unpaid invoices and which ones are overdue with a running total shown
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RECKON ONE - How do I process a pay run?
Processing a pay run with Reckon One Once your book is configured for payroll functions, you'll be all set to go to action a payrun. This video will take you through the easy steps to process a payrun in Reckon One! https://www.youtube.com/watch?v=Ge6K8AYRtZI
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Set payment type in rule
When creating a rule, there doesn't seem to be an option to set the payment type (e.g. Direct deposit, Cash, etc.). Am I missing something, or is this not a feature (and can we make it one)?
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Ability to manually match/reconcile bank transactions
I enter payments in Reckon One when I make payments from my online banking. However, our bank needs two people to authorise payments, so I'm never sure when the payment will actually be made (depends when the other person is able to authorise them). I therefore just put the date I'm entering it. That causes issues when…
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Can a balance be carried forward to a new invoice?
Hi, I generate monthly invoices to customers but cannot seem to work out if an unpaid balance can to carried forward to the new invoice. Some customers are regularly slow at paying and while I mention the overdue amount in an email, if they don't read it properly they simply see the current invoice. Is there some way to…
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Changing profile email reckon one
How do I change my default profile email. I have changed service providers and need to change it but it is blanked out under profile settings. Cheers
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Stop duplication of reference numbers
Hi All, I am wondering if there is a way to lock the reference field in "Bills" to stop the system allowing the entry of duplicate invoice numbers, or at the very least providing a warning that it is a duplicate number. I have only just started using the Reckon One and one of the main things I was hoping for was a way of…
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How to give Accountant Access to Reckon One
I am trying to share my Reckon One file with our Accountant. I have attempted to enter his email address to share it, have tried a 4 digit logon for his ID, have viewed all of the videos but I can not seem to share with him. Any hints??
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End of Year Journal Entry / Bank Transfer
Hi everyone, I'm a newbie to accounting and hoping to get some advice. I’m processing a journal entry that needs to be put through as at 30 June 2016 for an employee reimbursement, but the actual bank transfer was made today the employee’s account, so there’ll be a discrepancy between the end of financial year bank balance…
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How to reconcile a credit card refund transaction?
I've searched the forum and not found an answer to this seemingly very simple query. I made a payment on my credit card that was subsequently refunded. How do I reconcile this refund to offset the original transaction? The original debit transaction has been reconciled as an expense. If I select 'Allocate receipt' on the…
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payrun in reckon is stuck on status processing Status