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How do I process variable split transactions?
I'm new to Reckon One having used desktop cashbooks for years. After importing a QIF file and setting rules that's all good, but I can't find any videos or community posts on how to code variable split transactions to different accounts. Setting rules doesn't cater for this situation. Competitors have videos on how to do…
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Transfer ownership of Reckon One file/book
We enlisted outside help to set up our company's book in Reckon One, but they inadvertently purchased the subscription and created the file in their own name instead of ours... we were given shared access as an administrator and currently have 11 months' worth of data entered. Can someone please advise whether it is…
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Dashboard - Top Customers
The Reckon One Portal can show a Top Customers List. Can someone explain why total amount for Top Customers total does not tally with Top Income total. I can only assume it is because it considers all money into the bank accounts, even that which is not income. ie equity in and so on. In my example $69756 in income but…
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MIGRATION: Confirming Book is shared with conversion teams
To confirm that your book is correctly shared with the conversion teams, follow the steps below. Follow the steps below to confirm the current book shares. 1. Click the cog-wheel icon on the top right corner of the Reckon One screen. 2. Click on Settings 3. In the General section click on Users 4. You can now see the email…
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Hello
How can I email a P & L to a colleague in Reckon One? Thanks for your help.
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Cash donations tins
Hi, I am new to Reckon One and as a not-for-profit organisation we need to record donations received via various means including donation tins. How do we enter this income transaction where there is no specific customer 'donor'?
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SBR available for Reckon One?
Is SBR available for Reckon One?
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When paying bills from Reckon One
When paying bills from Reckon One and you have the bank feed feature, does the payment automatically come out of your bank account to pay the supplier or do you still need to go into your internet banking to pay them as well as marking it as paid in Reckon One?
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Payment of Invoices by customers
Is there a 3rd party app that will allow customers to 'pay now' when receiving invoices using either direct deposit or credit card? I have heard of Integrapay but have a feeling this is a Xero thing not Reckon. Any suggestions?
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Transaction rules
I have been using Reckon One for nearly 2 years with very successful transaction rules. Recently quite a few of my transaction rules no longer seem to be working. I have gone back in and tried to change the rules to make sure the words are correct and even tried re creating a rule but they still don't seem to be working. I…
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No response from reckon one?
Can someone shed any light on what is going on with Reckon One helpdesk? I sent in an email about a reporting issue last Thursday but haven't had any response, I ended up having to file an estimate VAT return because of this. This is still happening today and I have 3 returns to get off my desk. I am now receiving…
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Copy Items, Supplier & Customer to new Book
Hello,I need to start a new book in the new financial year FY19 as we are moving from Sole Trader to Pty Ltd. I'd like to copy over all items, customers & supplier to save on the work of setting up a new book in reckon one. Surely this is possible in reckon one? I cant find any threads about it. If anyone can help that…
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Processing a tax return in Reckon One
I have received a tax refund from the ATO (yay) and I need to allocate the deposit somewhere so I can reconcile my bank account. If I try to set up Australian Tax Office as a customer I get a warning saying that they are already a suppler and I'm lost about how to deal with the transaction.Any help would be greatly…
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File paper vat return?
Can anyone tell me how I can mark a draft VAT return as filed? Basically I was unable to use Reckon One to file a VAT return as it was the first return, and reckon is only capable of filing a quarter period. The draft is sitting there as a draft still and I would like to close it off.
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Detailed project report??
I am wanting to know if there is some way of seeing a detailed report for a project? I can get the profit and loss report but need it broken down even further. What I would like to see is all the invoices and bills that I have attached to a specific project - is this possible?