Hi Everyone! đ
Writing this regular post is one of the favourite parts of my role. We love reading and listening to every piece of customer feedback (and not only whatâs shared directly with Reckon; but also far and wide on the internet); digging into it and really understanding what's happening. We work hard on figuring out how we can improve your experience in Reckon One - and then after implementing the change, we love hearing how itâs made things easier for you. I see these posts as a celebration of fixing whatâs important to you - but knowing we still have a lot of feedback to address! It's what keeps us coming in on these Winter mornings.
We are continuing our two major customer feedback focuses this year with the Reckon One reports and banking sections. Weâre improving the experience, the technical architecture, adding new features and reports, clarifying content, fixing bugs and all round making these two sections greatly improved. Nobody likes a big bang change - and thatâs irresponsible on our end - so youâll see these improvements being rolled out over the months to come. Have a bit of patience with us - youâll love the end result!
đ€© Letâs go through the latest improvements to Reckon One based on customer feedback:
Accounting Plans
đ #1 Big updates to Reports in Reckon One!
Problems encountered: Weâve heard a LOT about reports from our customers. From not having the right filters, to values; unfriendly formats and having to reselect selections every time a report is opened; to not having enough reports to get the detail you need. Reporting is one of our key focuses this year - youâll see big changes rolling out over the coming months.
What youâll experience now: If youâre making the same selections over and over on your reports, you can now save them as a custom report - and then share them with others who have access to your book as well - saving time for everyone. Weâve also added new filters and grouping options on multiple reports, and added a bunch of new reports! Youâll also see the entry page to select a report has had a facelift, clearly spelling out what each report tells you, helping you pick the right report. Once youâve found your favourite reports, click the little âstarâ icon against the report on the list screen for it to anchor to the top of your report list.
Whatâs upcoming: Weâre adding a slew of new reports, as well as friendlier formats to better help you manipulate the data as you need (both in Reckon One, as well as when you export the data), and read the data clearer.
Plans available on: All plans
More detail: Release note on Community
đŠ #2 Improving the bank accounts experience
Problems encountered: Banking is the second area weâve received a lot of customer feedback on, and youâll see these improvements start to slowly come through as well. The first problem we looked at was the bank accounts screen, which didnât have clear statuses for your bank feeds, had unclear error messages, and didnât help you understand outstanding reconciliation actions to take.
What youâll experience now: Youâll clearly be able to see the bank balance and difference alongside the book balance for identifying reconciliation gaps, easily identify how many unallocated transactions need actioning, reorder your bank accounts by name or something custom to you and identify the status of each feed and clear error recovery actions. If you are adding a new bank feed, youâll notice a new step-through wizard, which is much more intuitive and clear than what existed prior.
Whatâs upcoming: Stay tuned for improvements to matching when allocating transactions, updates to transaction rules, and the reconciliation process. We also have a bunch of smaller improvements coming too!
Plans available on: All plans
More detail: Release note on Community
đž #3 Banking - Fast coding improvements
Problem encountered: Fast coding your bank transactions could be a slow process, hindered by limited filters, search, and matching.
How this was solved: Weâve made technical improvements to make this process much faster and more reliable. Weâve also worked on the experience, allowing the matching of transactions directly to bills and receipts, and made filters available to determine which items have been coded, uncoded, matched or unmatched. You can now take bulk actions, speeding things up even more, export to CSV, search on more fields, apply rules and upload transactions manually.
Plans available on: All Accounting plans
More detail: Release note on Community
đ #4 Line Level Classifications
Problem encountered: Tracking transactions by category was limited, as classifications were only able to be applied at the header level. This meant it was difficult to gain a granular view of individual line items.
How this was solved: Weâve gone one step further from header-level classifications and introduced classifications at the line level as well. You can classify income and expenses at a detailed level that works for you, such as classifying by department, project, or cost centre. Pair this with the new âProfit and loss by classification report', as well as being able to display classification columns in selected reports. Let the granular tracking begin!
Plans available on: All Accounting plans, on the web (including report updates); as well as the Reckon Invoices mobile app (not including report updates)
More detail: Release note on Community
âïž #5 Creating faster journal entries
Problem encountered: When creating a new journal entry, only one line was automatically added, with the second line having to be added manually. Additionally, journals with a larger number of lines could be slow to load.
How this was solved: Journal entries now open with two lines by default, reflecting the double-entry accounting standard. The loading speed for the screen has been improved, especially helpful for those with a large number of items. As a bonus, weâve also introduced keyboard shortcuts when creating a journal entry, enabling you to tab through quickly and speed up your process.
Plans available on: All Accounting plans
More detail: Release note on Community
đ #6 Invoices - sorting the credits list by date
Problem encountered: When trying to find a credit to apply to an invoice, you had a list of credits to wade through, without sense to the order. This made it difficult to quickly locate the credit you wanted.
How this was solved: The ability to sort the list of credits by ascending or descending date (most recent to least) has been added, so you can quickly locate the applicable credit by date.
Plans available on: All Accounting plans
đ§Ÿ #7 Updates to the Reckon Invoices mobile app
Problems encountered: When using the Invoices mobile app, you couldnât add attachments to your invoice to send to your recipient. Instead youâd have to add attachments to the web version of Invoices, or send the attachments via another method. You also couldnât upload your company logo into the mobile app to attach to invoices, nor see the history of invoices sent.
How these were solved: You can now add attachments (like receipts, quotes, photos, or other supporting documents) directly to your invoices in the app. Whether itâs a supplier receipt, proof of delivery, or a project progress photo, you can now keep everything in one place â no more digging through emails or folders! You can choose which attachments to share with your customer when sending the invoice â keep your internal files private and only send what matters. Attachments sync seamlessly between the Invoice app and Reckon One on the web â upload on your phone, view it later from your laptop (and vice versa). Also automated invoice email reminders are now enabled in the app (but created and managed on the web), your company logo can be uploaded and attached to your invoice template, and you can view your invoice history.
Plans available on: All Accounting plans on the Reckon Invoices app
More detail: Release note on Community
đ€© Stay Tuned - coming soon on the Accounting plan, as a direct result of customer feedback:
- Memorised transactions - the ability to store transaction details and reuse them over and over to speed up the use of recurring transactions.
- Reports - weâre introducing more reports, and clearer report and export formats
- Banking - new and intuitive processes will make the matching and reconciliation of bank transactions much faster
- Search - need to quickly find a transaction, customer, invoice⊠search is coming back to Reckon One!
Payroll Plans (Australia)
đ° #1 Numerous updates to employee payslips
Problems encountered: We received a few requests for upgrades to the employee payslip itself, and functionality to view payslips. Prior, employee payslips were missing bank account information, as well as any notes that were added to the payslip by the business / payroll admin. After processing a payrun, payslips could only be viewed and/or printed one at a time, resulting in inefficiencies for those with many employees.
How these were solved: Payslips now can include (masked) bank account information, and notes for employees to read. The payslip template itself can be amended to include/exclude details for everyone. Multiple payslips can now be selected to be viewed and/or printed from a payrun, regardless of the status of the payrun.
Plans available on: All Payroll plans, on the web. For the Payroll mobile app, you can now add notes to the payslip.
More detail on Community:
Details on payslips &
View & print payslips for multiple employees
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âŹïž #2 Viewing and downloading payslips for an employee outside of a payrun
Problem encountered: To view an employeeâs payslip from a prior payrun, you had to locate the payrun, and then the employee, and download from there. This resulted in a bit of a maze to find the payslip you needed.
How this was solved: On each employeeâs record, a âPayslipsâ tab has been added, including the key pay run details and the payslip itself available for downloading. Youâll find all payslips for that employee on the one page â no going through prior pay runs.
Plans available on: Payroll Plus and Payroll Premium plans, on the web
More detail: Release note on Community
đ #3 Numerous updates to SuperStream payments
Problems encountered: Inefficiencies were evident in the SuperStream flow, including the inability to revert a payrun back to draft when it was linked to a lodged SuperStream batch (making any fixes to errors really hard to do); the inability to create a SuperStream batch directly from a pay run (needing to navigate numerous screens to achieve this); and not being able to view SuperStream totals across batches, nor a quick view of the status of submitted batches.
How these were solved: You can now revert a pay run which is linked to a lodged SuperStream batch, without impacting the lodged batch. Your Super calculations will remain clean, and pay run records amendable and up to date. You can also now create a SuperStream batch directly from a pay run, making your PayDay Super process even more streamlined and efficient. SuperStream batch totals have now been added to the SuperStream list screen, so you can easily scan across multiple batches; as well as being added to the batch summary screen as well. And finally, on your Reckon One dashboard, youâll see a new widget which displays the status of your lodged batches, alerting you to any actions required without having to dig into the SuperStream part of Payroll. These improvements are all designed to help you supercharge your PayDay Super obligations and make this process as painless as possible.
Plans available on: All Payroll plans, on the web
More detail on Community:
Reverting a SuperStream batch &
SuperStream batch totals &
SuperStream widget
đ #4 Updates to Payroll reports
Problems encountered: Lacking a straightforward way to view year to date (YTD) STP data before submitting to the ATO, it was difficult to reconcile data, validate accuracy, and identify discrepancies early. In addition, for customers starting a Payroll book partway through a financial year, there wasnât a way to view YTD data, leading to gaps in reporting and incomplete data, difficulty reconciling totals, and reduced confidence in data accuracy.
How these were solved: Weâve introduced a new STP report, which displays employees' YTD STP data destined for submission to the ATO. The report is accessible year-round, giving you continuous visibility and confidence in your payroll data. In addition to a new report, you now have the option to include YTD data on the Payroll Summary, Employee Earnings Summary, Super Contributions by Employee, and Super Transactions reports.
Plans available on: All Payroll plans, on the web
More detail on Community:
New STP report &
YTD balances on reports
âïž #5 Ability to process pay for multiple periods
Problem encountered: If you needed to pay an employee for a longer period than what a pay run covers - for example if they were going on leave, or the business had a shut-down period - you had to create multiple pay runs to pay the employee(s) per pay run period that they were owed pay.
How this was solved: You can now pay employees for a period longer than the pay run. Simply add them to the pay run, select how many hours and pay periods you are paying them for - and the tax will be correctly calculated. This will help YOU out when Christmas rolls around - no one wants to be processing payroll on Christmas day!
Plans available on: All Payroll plans, on the web
More detail: Release note on Community
đ #6 Adjusting leave balances with an effective date
Problem encountered: After creating a new employee, you couldnât apply an effective date when adjusting leave balances. This caused all changes to default to today and resulted in inaccurate historical payslips and reports.
How this was solved: You can now adjust an employeeâs leave balance from their employee record, and apply the effective date to ensure accuracy. This gives you more visibility and control over leave balance changes.
Plans available on: All Payroll plans, on the web
More detail: Release note on Community
đ” #7 Filter by pay run date on the pay run list
Problem encountered: When using the Reckon Payroll mobile app, there wasnât an easy way to locate the pay run you were looking for - you had to scroll to find what you needed.
How this was solved: Similar to how you can filter in Payroll on the web, in the Payroll mobile app you can now filter by the pay run date, to find the pay run youâre looking for. Easy!
Plans available on: All Payroll plans, web and Payroll mobile app
âïž #8 View and edit pay items
Problem encountered: When editing pay items in a pay run previously, a small side drawer made editing really challenging. This drawer was small in size, with multiple clicks required to get into the editing state.
How this was resolved: Weâve made the pay item list a full screen experience, allowing you to more easily review all data. To edit, just click into the cell which needs changing, and you can live edit on the spot.
Plans available on: All Payroll plans, on the web
More detail: Release note on Community
đŁïž Want your feedback to be heard? You can vote on or add an idea on the Ideas Portal, join our research panel, and/or leave us feedback via surveys we email out or appear in Reckon One. Weâre always listening for ways we can improve your experience.
Cheers,
Kelly J.
Head of Research & Design
