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 October 2018

How to create journal entry to correct superannuation?
I have 5 groups of 1c sitting in my superannuation that are unpaid, I am guessing that this is a rounding issue but I would like to remove them. Could you please explain how I might do this through a journal entry and what accounts I should use? Thanks you
Transaction Rules
When setting transaction rules, it would be good if you could choose an option under the description to search for part of a word instead being limited to full words only. For example, here is the text from my bank statement that feeds into Reckon One when I make a purchase at Coles: VISA PURCHASE 30 OCTCOLES GREENACRES…
BAS no longer being pre-filled
Hi. Reckon One has been great for us. Recently however (the last 2 quarters), BAS is no longer being pre-filled (Tax>BAS); it's just showing zero in all sections. It may be we messed up shifting the GST registration around as we were getting varied advice but we are now selected for GST registration & still there are no…
How do I list all transactions for a contact
How do I find all the transactions pertaining to an individual contact. I have inadvertently duplicated several customers. john_smith and john__smith one a customer and the other listed a business. The latter has two spaces between the first and last name To remove the confusion I want to consolidate it to a single…
Error making employee inactive
I am trying to make one of my employees inactive on the Employee page but get the error message: The contact is used in transaction rules and can't be set to inactive What is this transaction rule?
Is there a problem with Yodlee bank feeds from Me Bank?
I can't seem to get my Me Bank Yodlee bank feed to update. I've had several transactions and none of them is downloading. On Saturday I received an error which caused me to delete my existing feed and start a new one, but still no success.
WEBINAR: Introducing.. Zapier - An online automation tool for Reckon One!
https://www.youtube.com/watch?v=7NIc1Vp407Q
Bank feed stopped working
I've had an ongoing issue with the bank feed working sometimes and not others. Usually if I leave it and come back a week later I can get it to work. About 3 weeks ago it stopped working altogether. I've been logging in almost on a daily bases and refreshing the feed but nothing. I have 100 transaction left on our plan and…
change bankdata retrieve days
Has something changed in Reckon One ? I want to change the number of days retrieved in my bank data feed but the quoted module in settings is missing - Settings>General>Business settings? All i have available in Settings>General are - Book Settings/Report Settings/Manage invoice templates/Email…
View allocated transactions
Sorry if this is blinding obvious to the Reckon One gurus BUT how do i view transactions in Bank Account that I have allocated from a bank feed? I've had so issues with Westpac bank feeds and I want to check (referring to my bank statements) that everyhing is in there Thanks
Removing a false sale / messed up refund ?
Hi All, So I have a gift of messing things up before I even start and thats exactly what I have done with my new cloud POS service. In my attempt to get the hang of the interface I put through a fake sale to see how everything functioned. (Stupidly thinking i could just delete it) After realising this was not case, i just…
ReckonOne P&L: Can I get a monthly (one month per column) cash flow report with YTD?
I'm looking for reports that would allow me to create month x month P&L report/s and similar report for Account Enquiry. I'd appreciate any ideas on exporting to Excel if the that's not possible/available within ReckonOne
How I can download data and customer list to local drive from Reckon one
How I can download data and customer list to local drive from Reckon one
print format
When I print a invoice I frequently get it on two pages when it would fit on 1 page.Can I change this to get footer closer to the content.
Additional tax option in Employee set up not calculating
I've got an employee that wants to pay additional tax and I've put the additional tax percentage in as required but it isn't calculating in the pay run. Any ideas as to where I've gone wrong?

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