Reckon Insights & Reckon Hosted

Bronwyn_9084030
Bronwyn_9084030 Member Posts: 27 Reckoner Reckoner

Hi .. just wondering if anyone is successfully using Reckon Insights with their Reckon Accounts Hosted company file? Thanks.

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  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 486 Reckon Staff Reckon Staff

    Hi @Bronwyn_9084030

    I wanted to check in with you to see if you have any issues or concerns with Reckon Insights that I can assist you with.

    Please let us know if you need any help with the product. We are happy to assist you. Thank you!

    Regards

    Tanvi

  • Bronwyn_9084030
    Bronwyn_9084030 Member Posts: 27 Reckoner Reckoner

    Our company file is too large for it to sync with. I am considering getting Reckon to reduce it back to the last 4 years data only, which will half the file size (at least). However, I am not going to pay for that if Reckon Hosted is not really working with Insights yet.

  • Reeta
    Reeta Reckon Staff Posts: 304 Reckon Staff Reckon Staff
    edited February 13

    Hi @Bronwyn_9084030 ,

    Yes, it does integrate seamlessly with Reckon Accounts Hosted. I've attached the link below for more detailed information. Additionally, you can take advantage of a 14-day free trial, with no cost involved, to explore the full features and functionality.

    https://www.reckon.com/au/financial-reporting-software/?srsltid=AfmBOoqrJV_Fj_gdc0c_sFGO15ojW_UVYBl7vQGCAmQo2pwPLtHquDoZ

    Let me know if you have any further questions or need assistance!!

    Kind regards,

    Reeta

  • Bronwyn_9084030
    Bronwyn_9084030 Member Posts: 27 Reckoner Reckoner

    One more question .. does the 14 day trial come with demo data?

  • Reeta
    Reeta Reckon Staff Posts: 304 Reckon Staff Reckon Staff

    Hi @Bronwyn_9084030 ,

    I'm not entirely sure about the demo data included with the 14-day trial, but let me check on that for you and get back to you as soon as I have the correct information.

    Kind regards,

    Reeta

  • Bronwyn_9084030
    Bronwyn_9084030 Member Posts: 27 Reckoner Reckoner

    Thanks, that would be appreciated. As we cannot sync our file in its current form.

  • Reeta
    Reeta Reckon Staff Posts: 304 Reckon Staff Reckon Staff

    Hi @Bronwyn_9084030 ,

    I would like to inform you that Reckon Insights does not include pre-loaded data. It requires a connection to accounting software (Reckon one, Reckon accounts hosted, Quick books online) as a data source to generate reports. We have a demo book called North Shores Bistro for Reckon one feed which can be added to Reckon Insights. Once the feed is added, you will be able to generate reports using the sample data from the demo book during the trial period.

    Hope this helps.

    Kind regards,

    Reeta

  • Bronwyn_9084030
    Bronwyn_9084030 Member Posts: 27 Reckoner Reckoner

    Hi Reeta, We do not have a subscription to Reckon One, we have Reckon Hosted. I have tried to connect Insights by nominating Reckon One in hope to connect to the North Shores Bistro demo book, but it is not available to me. Is there a way to get access to the demo book without a Reckon One subscription?

    Thanks…

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  • Reeta
    Reeta Reckon Staff Posts: 304 Reckon Staff Reckon Staff

    Hi @Bronwyn_9084030 ,

    Could you please send me your contact information via private message? I will give you a call to assist you.

    Regards,

    Reeta

  • Reeta
    Reeta Reckon Staff Posts: 304 Reckon Staff Reckon Staff

    @Bronwyn_9084030 ,

    Thank you. I will be in touch with you on Monday. Have a nice weekend.

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