Reckon One update! ✨ New bank transaction filters, Pay Template enhancements and more!

Rav
Rav Administrator, Reckon Staff Posts: 16,728 Reckon Community Manager Community Manager

Reckon One has received an update today introduces new enhancements to existing functionality and some important bug fixes.

Check out the inclusions of today's update below.

πŸ†• New rule filters for imported bank transactions

Two new rule filter types have been introduced to help you match imported bank transactions more effectively.

  • All of these words (partial match)
  • Any of these words (partial match)

These new filters use partial matching logic, making it easier to identify relevant transactions. Additionally, we've renamed the existing filters for clarity:

  • All of these words is now All of these words (exact match)
  • Any of these words is now Any of these words (exact match)

These enhancements streamline the transaction matching process, improving accuracy and efficiency.

✨ Enhancements to Pay Templates

Classifications are now known as Agreement Classifications

Classifications within an Employment Agreement are now known as Agreement Classifications. For more info on Pay Templates, click HERE.

Improved messaging

A clear warning message will appear when leaving the Pay Template screen if you've made changes and haven't saved.

✨ Updated report breadcrumbs

We've updated reports to display the breadcrumbs of the currently viewed report. This allows you to see the category of the report you have open and also quickly open another report within the same category without navigating back to the main Reports menu, just click the breadcrumb πŸ™‚

This enhancement simplifies navigation and boosts efficiency by reducing the time spent searching for reports.

✨ Enhancement to super fund assignment

Super funds that are created within the employee profile are now auto-assigned to that particular employee upon creation.

✨ An error occurred while processing your request or the page you last visited does not exist anymore error message - Fixed

A fix has been introduced for an issue where drilling down into reports resulted in an error message appearing.

✨ Invoice List report performance improvements

We've optimised the display speed when generating the invoice list report particularly when there are a large number of invoices and customer entries being retrieved.

✨ Updates to Aware Super

We've updated the fund products for the Aware Super superannuation fund within Reckon One