Here's another new Reckon One update with new upgrades to Chart of Accounts and Recurring Invoices along with other improvements! Check out the full inclusions in this release below!
✨ Chart of Accounts upgraded!
You may have seen that we've been steadily upgrading Reckon One's features and in this release its the Chart of Accounts (CoA) getting a new experience!
The new CoA experience gives you more options including the ability to quickly filter and search your CoA list by Status, Type, Tax Code along with customising your view using the Show/Hide columns menu.
You can also cycle through account groups using the dedicated tabs for each account type.
✨ Recurring Invoices have been upgraded!
Your recurring invoice templates now have access to more functionality and have been brought in-line with Reckon One's main invoice experience!
This gives you access to additional features such as the ability to add attachments, T&C's, text-only rows, purchase order number and more.
✨ Improvements to book switcher
Following our navigation improvements in our previous release, we've made further enhancements to the book switcher based on your feedback!
Clicking the book button in the top menu will now display a list your active books and you'll be able to immediately switch to another book directly by clicking on it from the list. No more need to visit the Book Switcher list.
If you'd like to see all books in your account, including any inactive books, you can still click the View All Books option to see and access a list of all your books.
✨ Inventory items now display quantities on purchase order
Your inventory item info will now display a new On PO row for inventory items when creating or editing transactions to help you make more informed purchasing and selling decisions based on incoming stock.
The On PO row shows the total outstanding quantity of the item currently expected to be received on purchase orders in active statuses (Open, Approved, Partially Billed).
Note: This feature is only available on the Reckon One Ultimate plan.
✨ Reference now available as a dynamic tag in emails
You can now add a dynamic tag in your default email message content to display reference information.
For example, with your invoice emails you can add the <invoice reference> tag to your default email content and this will populate reference information from the invoice in your email message.
You can add the respective dynamic tags to display reference info to the following emails:
- Invoices
- Estimates
- Purchase Order
- Expense Claims
- Payments
- Receipts
- Customer Adjustment Notes
- Invoice Reminders
✨ More information on CSV & XLSX report exports
Thanks to your feedback we've added additional information to CSV & XLSX report exports.
You'll now see additional information in the report header of a CSV or XSLX report export including the report name, company name, reporting period, reporting basis and any filters applied to the report.
🐛 Bug Fixes
- Addressed some crash issues for reports with large volumes of data.
- Fixed reporting period, account code and variance display issues with the Profit & Loss report on the new report experience.
- Sorted out some problems column resizing and header/footer settings on reports exported to PDF in the new report experience.
- Addressed an issue with the GST101 Summary report in Reckon One NZ books.
- Fixed an issue with allowances on the STP YTD report
- Resolved an issue in the Payroll Summary PDF export where an extra column caused data misalignment.
- Global page detail options configured in report display settings now properly reflect in PDF exports.
- Resolved an issue in the Account Enquiry report PDF export where totals were cut off when using smart page breaks.
- The Reconciliation summary header now properly displays the reconciliation date.
- Long bank account names now wrap properly in selection dropdowns.
