Important Update - Reckon One invoice emails, customer passwords and more! ✨

Rav

Reckon One has received an exciting new update today which brings in a significant upgrade to invoice emails and invoice security. Check out the inclusions of this update below!

📩 Invoice PDF's are now links!

The invoices you create and send to your customers from Reckon One will now be sent as a link in the email rather than a separate PDF attachment.

This update addresses a key challenge around ensuring your recipients have access to the most current invoice information. Previously, any changes made to an invoice that was already sent to your customer would not reflect on that existing invoice and would require a new email to be sent.

Now, your customers simply need to click the link in their invoice email and they'll be presented with the most up-to-date invoice immediately! No need for you to send and keep track of another email 👌

🔑 Customer passwords

You can now set a password for specific customers on invoices and statements! This feature enhances security on invoices and ensures only the recipients who should have access to open and view the invoices you send are able to.

You'll find the new customer password settings within each customer profile. Setting a password is optional and is opt-in. You can choose to set a password for invoices, statements or both.

Once you've set a password for a customer, a prompt will appear when the recipient clicks the invoice link. They'll be required to enter the password before the invoice will load.

You can set, change or remove customer invoice and statement passwords at any time.

For full details on protecting your invoices and statements with a password, check out our help guide here - https://help.reckon.com/article/oph9w73fb9

🐛 Bug Fixes

✅ Fixed drag & drop not working when adding attachments

A fix has been implemented for an issue where files could not be attached to a payment, expense claim or bill using the drag-and-drop method.

✅ Trial Balance

Fixed an issue in the Trial Balance report where changing the dates to the last financial year, this month, or this quarter did not update the results.

✅ TPAR - Supplier is not specified error

Some users were encountering a Supplier is not specified error when creating a TPAR. This has been resolved.

✅ Fix for 3 decimal place value in invoices

Corrected the issue where the invoice amount was displayed with three decimal places instead of the correct two decimal places

Questions?

Do you have any questions or feedback about this release? Ask away below and we'll do our best to answer 🙂

duxnutsshane

Thanks Rav.

Is there an option to reenable sending invoices as an attachement? Many of our suppliers rerequire us to send attachments of invoices so their accounting platform can lift and scan the invoice.

Rav

Hey @duxnutsshane

Don't worry, invoices are still available as PDF's and can be downloaded/saved from the email.

Simply open the invoice from the email using the new invoice link and save it like you would have on an attachment. It will automatically save as a PDF file. Check out an example below.

duxnutsshane

Ok so for every invoice we send, we have to downldownload it now, and send a manual email to the supplier with the attachment?

Some suppliers use automated platforms that open email invoice atatchments to load into their ERPs. Is this link process compaitible with the major player in this field?

Rav

To be honest, I'm not entirely sure how the new link based invoice process will interact with any external automated platforms.

Do you have a number of recipients who specifically require a seperate file attachment for the purpose of extracting that data? The best way to confirm would be to test the process with a few of your suppliers and see if the invoices load correctly.

We'd be keen to get some feedback around this.

duxnutsshane

Hi Rav,

For one example, We have several clients using lightyear.cloud to scan and process invoices from the direct email attachments.

We'll need to communicate this change with all our suppliers and request them to test this functionality. Is this change in reckon immediate, or do we have some time to do some change management and communciations with our customers?

hiten

First of all this new functionality adds a feature where link always opens the latest invoice. (A feature only useful if you make adjustment/mistakes). But then takes away functionality like invoice attachment scanning and auto processing by clients. There is now dependency on Reckon server to be available to download the invoice and another assumption that client's firewall will not block Reckon site to download the invoice. Government clients will definitely be blocking Reckon sites and therefore won't be able to download the invoice.

This is a major drawback on Reckon Invoice and could force some to leave.

What you need is to fix the following with invoice

1. Allow attachments to be send along with invoice. In my business we send invoices to clients for consulting charges but have to attach signed/approved documentation. Currently, I send email to my company email and then attach the approved timesheet and then forward to client
2. With your link invoice feature the clients will be confused to see approved timesheet sent as an attachment while the invoice is a link instead. I will probably download the invoice and send the invoice email with both attachments instead to avoid confusions. More work for me to be using Reckon
3. Allow easy customisation of the invoice/payslip/email templates. Currently, very hard and cumbersome

Rav

@duxnutsshane @hiten thanks for the feedback guys.

There's a lot more development happening in the area of invoices in Reckon One at the moment and I've already made the product team aware of your points around attachments.

We'll need to communicate this change with all our suppliers and request them to test this functionality. Is this change in reckon immediate, or do we have some time to do some change management and communciations with our customers?

@duxnutsshane this is now live within Reckon One. I'd be keen to hear how you go and if there are any issues that arise from our update with your specific use case.

Allow easy customisation of the invoice/payslip/email templates. Currently, very hard and cumbersome

@hiten invoice templates are a big focus point right now and in fact our design team would be very keen to hear more. Can I get you to create a separate post from this one by clicking HERE and let us know what you'd like to be able to do or customise in an invoice template.

Mark Brown

Changing PDF attachment to hyperlink for invoice emails is a step backwards and will cost time. How do we turn off or revert back to original format?

None of our customers will accept invoices without original pdf attachment. All their systems immediately bounce the email back to us.

Every invoice will need to be downloaded and attached individually for EVERY SINGLE INVOICE then sent through our own email system manually. Today alone we have 30+ emails with returned invoices deemed unacceptable. We had no idea that this had changed until the influx of emails.

Can you please advise when this will become an option rather than an enforced change as we can't continue like this.

Mark Brown

https://community.reckon.com/discussion/comment/20650095#Comment_20650095

Same problem. We have to download every single invoice now and email manually. This update is unworkable for us. Spent the day speaking to all our clients and not one can accept invoices that aren't the pdf attachment. According to 15+ construction companies, the automated platforms will not be compatible with this new emailing hyperlink.