Can my client do her invoicing with Reckon One when she finishes with her client and then is there a

1578712
1578712 Member Posts: 17 Reckoner Reckoner
edited May 15 in Accounts Hosted

She usually uses my Reckon Hosted when she finishes for the week, and then e-mails them out. But now with the new MFA, she would have to buy Reckon Hosted to use for approx. 20mins/week. I think it would not be financially feasible.

Any Suggestions?

Answers

  • 1578712
    1578712 Member Posts: 17 Reckoner Reckoner

    Can my client do her invoicing with Reckon One when she finishes with her client and then is there a way for me to upload it into Reckon Hosted?

  • klaura
    klaura Reckon Staff Posts: 255 Reckon Staff

    Hi 1578712,

    This is a limitation of both programs.
    Reckon One and Reckon Hosted are 2 different programs. You can indeed create invoices in Reckon One but cannot be attached using Reckon Hosted or vice versa.

    Our customer support team (1800 732 566) is pleased to speak with you about setting up and organizing the licensing aspect of things if you're sharing a login with the user.

    Cheers,

    Karren

  • 1578712
    1578712 Member Posts: 17 Reckoner Reckoner

    Can she do invoices on Reckon One, email to me on Hosted and I upload into her business on Hosted?

    Just a thought.

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Hi @1578712

    Reckon One and Reckon Accounts Hosted are completely separate and operate on vastly different technology platforms as well. While you can upload files to Hosted's Q drive, they will not come through and appear as an invoice in Hosted's invoice feature but rather just as a PDF file within the Q drive.

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend
    edited May 16

    HI

    There is a good possibility as both systems have API , we can integrate via API

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • 1578712
    1578712 Member Posts: 17 Reckoner Reckoner

    Thanks for the responses.

    One response says no you can't, the other said maybe.

    Please ignore my ignorance, but what is API?

    I'm a bit confused as to if it can be done or not.🤷‍♀ī¸

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend

     Application Programming Interface API ,

    This in short programmes that talk between 2 systems , we as developers use this to connect digitally , between to applications.

    So this has to be done by Developers i would say and we are what is called as Add on developers

    I will let some one from Reckon API get you more info on this. (Teddy!)

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Hi @1578712

    To put simply, there isn't a connection between Reckon Accounts Hosted and Reckon One in the way you're looking for in relation to your query.

    While its correct each of these software have an API, this is something different and far removed from your query.

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • 1578712
    1578712 Member Posts: 17 Reckoner Reckoner

    Great. Thanks for the explanation.

    I'm just trying to find a more economical way for my client to continue to do her invoices on my licence as I do the majority of her bookkeeping. She only uses it for about 20mins/week and to save her from purchasing her own hosted licence just for this. It was ok before the new MFA came into play.

    I am understanding the new MFA can only be used by either using the computer that has the authenticator installed or by a phone with the app. Not both linked to the one licence. Is that right?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    That is correct. You can have one source where your MFA codes are sent to.

    More info on MFA for Reckon Accounts Hosted here - Frequently Asked Questions - MFA for Reckon Accounts Hosted ℹī¸đŸ”’

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend

    Just further if there is a Pdf Tax Invoice Cosmic can export to RAH with no issues.

    Requirement is we need a PDF Tax Invoice, if i have understood the situation is correctly.

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Datarec
    Datarec Reckon Staff Posts: 1,246 Reckon Staff

    Hi @cosmic

    So would you say that if the client of @1578712 who is using the Reckon One to create invoices, generates them as PDF Tax Invoices, then you could use the Cosmic tools/apps to 'read' those PDF tax invoice documents and import the information into a Reckon Accounts Hosted data file?

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend

    Yes we already do.

    Cosmic Bills can extract a bill AP or a Tax Invoice in minutes and exports them to RAH.

    If the client wants we will give them a trial for 150 pdfs free

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Datarec
    Datarec Reckon Staff Posts: 1,246 Reckon Staff

    Thanks @cosmic

    @1578712 it looks like there may be a way to achieve what you are looking to using the Cosmic Bills application, so reach out to them to organise a trial.

    https://www.reckon.com/marketplace/add-on/cosmic-bills/

  • 1578712
    1578712 Member Posts: 17 Reckoner Reckoner

    Apologies for the late reply.

    Thank you all so much for the help. I really appreciated it.

    When I get my client sorted out with Reckon One, I'' definitely be contacting Cosmic Bills.

    Is this something that Reckon may be introducing later on maybe for this type of situation?