Reckon One update! ✨ Huge upgrade to Fast Coding!

Rav
Rav Administrator, Reckon Staff Posts: 13,979 Reckon Community Manager Community Manager
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Fast Coding in Reckon One has received a significant update which makes your bank transaction experience much easier, simpler and smarter. This update has been developed directly from user feedback and we're excited for you to try it out!

Check out the inclusions of today's update below.

⚑ Performance upgrades

We've made big improvements to ensure your transactions now load significantly faster and more reliably. This means less interruption when processing large volumes of transactions and no more time wasted.

βœ… Smarter transaction matching

Fast Coding now automatically matches transactions to bills and receipts, just like in Bank Transactions. Once an invoice or bill is marked as paid, you can immediately match and allocate it in Fast Coding, ensuring accuracy and consistency across your records.

Suggested matches are flagged when the payment date is within six days either side of the transaction, helping you resolve items quickly without searching through paperwork.

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πŸ” New filters and improved search

Get complete control over your workflow with flexible filters. View coded, uncoded, matched, and unmatched transactions in just a few clicks.

Searching is also smarter! You can now locate transactions by invoice or bill number, payment date, or amount, even when they’re linked to suggested matches.

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‴️ Manually upload your bank statement

Upload bank statements in CSV or QIF format directly into Fast Coding. This functionality was previously only available through the Bank Transactions screen but now you can handle everything in Fast Coding for greater efficiency.

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πŸ—ƒοΈ Bulk Allocation

Reduce repetitive coding by applying accounts, tax codes, contacts, and classifications across multiple transactions at once. Whether it’s money in or money out, bulk allocation ensures you spend less time on data entry and more time on higher-value work for your clients. Simply select each transaction and code away.

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βœ‚οΈ Split Transactions

You can split a single transaction using the Split transaction option! Simply click on the account field and select the option to split and designate the details, its that easy!

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πŸ“‚ CSV Export

Need to share transaction data or confirm details with clients? Export transaction lists based on your selected transactions. Work offline, send files to clients for approval, or simply keep a clean record of your coding progress. Using the checkboxes, select each transaction that you wish to export and select the columns you wish to view and export.

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Learn more about Fast Coding in Reckon One

Looking for more info on how to use Fast Coding in Reckon One? Check out our detailed help guides here -

✨ What is Fast Coding in Reckon One?

✨ Match and code transactions with Fast Coding

✨ Search and filter transactions in Reckon One with Fast Coding