✨ 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 about 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!
✅ EOFY Checklist & EOFY Help
We've put together a handy EOFY Checklist that you can access directly from the EOFY finalisation screen. Simply click the Get the Checklist button to get a copy of the checklist which you can save or print at any time. You can also click directly to our help article for added information on reconciling your EOFY balances.
⬆️ Sorting the list
You can now sort the EOFY finalisation in ascending or descending order by any attribute such as first name, last name or any balances such as gross, super, tax etc. Simply click the
🖨️ Printing the EOFY finalisation
We've completely overhauled printing and exporting the EOFY finalisation! Your printed copy is now organised and provides the key balances for each employee along with grand totals for all balances reported to the ATO in your finalisation.
You also have the option to save your EOFY finalisation as a PDF copy or export it as a CSV file.