Reckon Accounts Hosted - Smart Vault

Michelle_9656470
Michelle_9656470 Member Posts: 31 Reckoner Reckoner
edited November 2018 in Accounts Hosted
I don't think SmartVault is available for Reckon Accounts Hosted.  Does anyone know of a similar program for document storage in RAH?  

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager
    edited October 2018
    Hi there Michelle,
    Check out AutoEntry, it integrates with Reckon Accounts Hosted and automates your data entry and has the ability to capture and store your documents along with posting your bills, invoices and receipts into Reckon Accounts Hosted.

    More info here -
    https://www.reckon.com/marketplace/add-on/autoentry/
  • Wayne Mead
    Wayne Mead Member Posts: 4 Novice Member Novice Member

    Hi Rav,

    If we upload a document through AutoEntry to RAH, will there be a link to the document in RAH, or will we need to log back into AutoEntry to find the attachment?

    Thanks,

    Wayne

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,117 Reckon Legend Reckon Legend

    You can not attach a copy of pdf

    With a link into Reckon Bill entry screen .

    As you can do in Xero or QBO.

    Wayne , have you tried Autoentry ?

    What are you trying to achieve

    Bills automation with multiple line items etc?

    CosmicBills keeps all copy if your bills pdf and you can access them any time

    Have a try cosmicbills as well

    Chandra

    0407968842

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • 26051955
    26051955 Member Posts: 6 Novice Member Novice Member

    I am trying to import an IIF file which is a Reckon Bill into RAH. As I do this, the screen goes blank and RAH shuts down!

    What is going on?


    Kerry

  • Kris_Williams
    Kris_Williams Member Posts: 3,628 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    As far as I know you can only import lists not transactions- e.g a customer list or item list etc

  • 26051955
    26051955 Member Posts: 6 Novice Member Novice Member

    I thought I could do it using AutoEntry which integrates with RAH and "Check out AutoEntry, it integrates with Reckon Accounts Hosted and automates your data entry and has the ability to capture and store your documents along with posting your bills, invoices and receipts into Reckon Accounts Hosted."

    Is this not the case?

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,117 Reckon Legend Reckon Legend

    Have you integrated your Reckon Hosted account with Autoentry to process bills ?

    If you have then it should work !

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • 26051955
    26051955 Member Posts: 6 Novice Member Novice Member

    Duh! That is what I have not done!


    Many thanks!

  • 26051955
    26051955 Member Posts: 6 Novice Member Novice Member

    Autoentry does not appear to integrate with Accounts Hosted, just Reckon One?

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,117 Reckon Legend Reckon Legend

    Ok , do you want to try cosmicbills for RAH

    Go to Reckon Add on market

    see cosmicbills

    if you register now we will get you free 250 bills normally we give 100 bills to try

    https://cosmicbills.com/welcome-to-reckon-hosted-aus/

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • 26051955
    26051955 Member Posts: 6 Novice Member Novice Member

    Thank you. I will try that.

  • 26051955
    26051955 Member Posts: 6 Novice Member Novice Member

    Cosmicbills does not seem to fit with an Apple Mac?

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,117 Reckon Legend Reckon Legend

    NO

    We dont use Mac

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

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