Reckon One update! ✨ Huge update - EOFY improvements, new invoice experience beta, reports & more!

Rav
Rav Administrator, Reckon Staff Posts: 14,091 Reckon Community Manager Community Manager
edited June 5 in 📢 Reckon One - Announcements
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Reckon One has received a significant update today which has introduced new improvements built directly from user feedback! 🎉 Check out details of today's huge update.

🆕 Reckon One's brand new invoice experience!

Closed Beta Release

We're really excited about this one! We previously put the call out for early access to Reckon One's upcoming new invoice experience and this is now available for users who have opted in for early access!

Reckon One's new invoice experience delivers a redesigned invoice creation screen which introduces a huge range of new features and functionality. This redesign is driven by your feedback and aims to make creating and managing invoices faster, easier, and more intuitive than ever.

Thank you so much to our early access users, we're looking forward to getting feedback.

Reckon One's new invoice experience!

✨ Improvements to End of Financial Year finalisation screen

We've heard your feedback and made key improvements to the End of Financial Year finalisation screen in Reckon One. These enhancements are designed to give greater clarity, control, and confidence when finalising your EOFY.

We had lots of feedback around not enough screen space on the previous EOFY finalisation screen to properly review and reconcile before sending your finalisation submission. We also heard that the process was unclear for some, which often led to confusion when completing your EOFY finalisation.

This update addresses this by improving the layout, adding additional options to export the finalisation, enhancements to printing, ability to sort the lists along with access to an EOFY checklist!

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📊 Enhancements to reports

The area of reports received a lot of feedback from users so we've made some enhancements to add grand totals to selected payroll reports for easier insights.

Payroll Detail Report

The Payroll Detail Report now displays a grand total for each pay item over the selected date period.

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Super Contributions by Employee Report

A grand total has been added to the Super Contributions by Employee report.

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Generating ABA from a payrun - change to dates

When generating an ABA from your pay run, the date within the ABA defaulted to the date the ABA was created. After receiving feedback from our users, we have now changed this to instead use the pay date that is entered in the pay run itself.

This will allow you to create future pay runs and have the ABA’s ready for payment.

Changes to cash out

To align with ATO reporting requirements, the Cash Out option when creating a pay run is now limited to Annual Leave, Personal Leave, Long Service Leave, and Time in Lieu. This means the option has been removed for all other leave types, as they are not required to be reported when cashed out.

Corrections to superannuation totals for selected items

We’ve corrected the way certain Superannuation pay items are totalled in the pay run list screen and employee pay run panel.

Previously, Salary Sacrifice, Member Voluntary, and Spouse Deductions were incorrectly included in both the Deductions and Super totals, causing confusion and inconsistencies. This has now been resolved.

Reckon One will now total Superannuation pay items correctly according to their category ie. the aforementioned items will only appear under Super and no longer be included in the Deductions Total.

Superfund updates

We've updated the superfund products for:

  • The Trustee for LOCAL AUTHORITIES
  • THE TRUSTEE FOR LOCAL GOVERNMENT SUPER
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Comments

  • bmistry
    bmistry Member Posts: 45 Reckoner Reckoner

    When this update will be available?

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,091 Reckon Community Manager Community Manager

    Hi @bmistry

    The above update is live in Reckon One 🙂

    Were you looking for the new invoice experience? I didn't hear back from you on the early access post here but if you're keen to give it a try let me know and I'll try to get this organised for you 🙂

    Cheers

  • bmistry
    bmistry Member Posts: 45 Reckoner Reckoner

    I still can not see the update! Do I log in as normal? I am certainly looking for new invoice experience. Need you help.

    Is einvoicing availlable in New Zealand. I am not able to create my account even though logged in. Am I doing somethin wrong/

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,091 Reckon Community Manager Community Manager

    Hi there @bmistry

    Just to explain this, I hadn't received confirmation from you on our other post here until today so didn't want to assume or move forward without your go ahead.

    Now that you have though, you'll have access to the new invoice experience in your Reckon One book in the next 30 minutes and we'd love to hear your feedback on it once you've given it a test drive.

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