Is there a report in Reckons Hosted that I can download the bank accounts of employees and Suppliers

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L Childs
L Childs Member Posts: 21

I am trying to download a list of bank account details but when I run the Bank Online Report it shows the bank details but when I export they are blanked out on the report.

We have purchased software that will help us pick up scam account details but first I have to download them from Reckon.

Any ideas are appreciated.

Thank you

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,303 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited April 2023
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    For Employees, in the employee centre, there is an employee payroll summary report. It’s the only one I could find that shows the bank account details, but you have to select and print each employee one at a time

    oh I see what you mean, I haven’t used that report you mentioned

  • Kris_Williams
    Kris_Williams Member Posts: 3,303 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    I was able to email that report as a pdf with the bank details

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,426 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    There used to be specific Supplier & Employee reports available for bank account details but unfortunately, these default reports were removed once online banking was gradually developed.

    The only way to report in that "list" format now is via the Bank (Online) Report & even then, only if you use ABA files & only on payments made 😣

    As Kris mentioned above, the only option now is individually, via the Employee Organiser's Employee Summary:



    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)