This is a monster upgrade with a huge list of new features, functionality and enhancements that we're super excited to deliver to you, including a few that are going to make things a lot easier and quicker!
✨ Bulk email invoices and purchase orders
We're really excited about this one as we know its been a feature our Reckon One users have wanted for a while.. you can now bulk email invoices and purchase orders all in one go!
Simply tick the invoices you'd like to email then select the Email button. You can either send the emails immediately or preview them first to review and make any changes to the content, recipients, CC/BCC's etc for each email included in the batch.
✨ Automated super payments
We've heard your feedback on this and we're excited to get this one in your hands!
The new automated super payments feature will allow Reckon One to automatically create the journal and payment transactions for superannuation contributions when a SuperStream batch is lodged with Beam, in the same way employee payments are automated today!
This is an optional setting and can be enabled from Payroll Settings ➡️ Payments ➡️ Record Superannuation payments after Beam lodgements
Learn more about automatically recording super payments in Reckon One here -
Learn more about Automatic Super Payments
✨ More upgrades to Recurring Transactions (Memorised Transactions)
This release includes a whole new range of upgrades to our recurring transaction (memorised transaction) features in Reckon One!
ℹ️ A new list screen!
We've got a brand new recurring transaction list screen which not only looks a lot better but also includes new functionality such as the ability to easily filter transactions by contact, type, status and more!
- Filter the way you work by contact, transaction type, status and next reminder. On Accounting Premium and Ultimate plans, the All, Scheduled and Unscheduled tabs switch between template types.
- Choose your columns with Show/Hide columns, and sort by name, type, dates or amount.
- Act from the row: Create from recurring, Edit, Skip reminder, Move to group, Mark as inactive or Delete.
- Work in bulk by ticking several templates to move them to a group, mark them inactive or delete them.
ℹ️ Reminders for unscheduled transactions (memorised transactions)
You can now set reminder for an unscheduled transaction so that you're notified when one is due to be created by you so it doesn't slip through the cracks!
A reminder won't create the transaction for you, they're reminders specifically for you to give you an alert that a memorised transaction is due based on the timeframe you set.
You'll see reminders for your transactions in your recurring transaction list but also on your dashboard which you can click through directly to the transaction template.
ℹ️ Unscheduled transaction reminders are available exclusively on the Ultimate plan.
ℹ️ Groups for your Recurring Transactions
You can now create dedicated groups for your recurring transactions for easier organisation and management. This allows you to create groups for specific customers, suppliers, utilities etc and group your recurring transactions within that group.
ℹ️ Groups for recurring transactions are available exclusively on the Ultimate plan
ℹ️ Bulk create transactions from recurring transactions
Creating transactions just got quicker with the ability to bulk create transactions from your recurring transaction templates!
You can simply tick two or more of your recurring transactions then simply select the Create from Recurring button to create the transactions straight away!
ℹ️ Bulk creating transactions from recurring templates is available exclusively on the Ultimate plan
✨ Add from Recent
The Add from Last Invoice feature has received an enhancement! Previously you were able to create a new invoice from the customer's last invoice, and with today's update you can now create a new invoice using the items from any of the previous 5 invoices you've created for the customer, or from any recurring invoice templates the customer is included in*, and also frequently used items^!
Add from the last 5 recent invoices is available on all Reckon One plans.
*Add from recent recurring transaction templates is available on the Accounting Premium and Ultimate plans.
^Add from frequently used items is available exclusively on the Ultimate plan.
✨ Default logo
You can now set a default logo in your Reckon One book settings and have that logo apply to invoices, reports and other features that use a logo. You can still choose a different logo for specific templates or reports if you prefer.
✨ Improvements to date picker
The invoice date picker now includes month and year navigation, so you can jump to a date faster.
✨ Improved email status for invoices & PO's
The email status column on invoice and purchase order lists now display an icon based on the status.
✨ Improvements to reports
- Your contact custom fields have been added as optional columns in the Customer List report.
- The Invoice List report now offers Project and Classification as optional columns.
- Report headers and exported reports now show the time in your book's local time zone, including New Zealand time (for NZ books).
- You can now run payroll reports for Today, This Week or Last Week.
🐛 Bug Fixes
Qualifying earnings now exclude the leave loading component when the annual leave item isn't set to include leave loading in super calculations.
Salary sacrifice, member voluntary and spouse deduction super items now respect their per-pay limit in pay runs.
The expense account list on pay items now shows all of your accounts, even when your book has several hundred.
Financial institution details are now optional when you update an SMSF fund.
You can now turn off purchase approvals even when a draft bill or supplier adjustment note exists.
When you add a new item from a purchase form, the Purchases section is now enabled by default and the Sales section is left unticked and editable.
Recurring invoices now show the invoice template they use, and you can choose a different one if needed.
Entering special characters such as angle brackets in an account's name, description or code now shows a clear validation message instead of a technical error.
Users with full invoice access now see tax information when creating an invoice.
Users with full journal access now see the tax fields when creating a journal.
Users with full invoice and journal access can now use classification fields on those forms without needing separate classification permissions.
The Adjust stock button is back on the items list so you can bulk adjust inventory.
The Projects and Account fields on invoices and journals now load for users with invoice and journal access, without needing extra permissions.
Payments dated after your last reconciliation no longer show as reconciled, so you can delete them as expected.
Payments in a bank account that has never been reconciled no longer show a Reconciled status.
Transactions in an account that has never been reconciled no longer show as Reconciled, and you can delete them again.
Undoing a reconciliation now correctly clears the reconciled status of its payments, so you can delete them.
In bank reconciliation, the last reconciled date and closing balance now display correctly instead of showing Never.
Stripe checkout now charges the full invoice amount including GST for tax-exclusive invoices.
You can no longer set a ledger account as its own parent, which previously caused errors.
The Bank Reconciliation report no longer returns an error when run without a bank account selected.
Reports now accept day-first dates such as 31/7/2026 without returning an error.
Item lists, item filters and the Sales by Item report now load reliably in books with a very large number of items.
The Timesheets report now includes the Notes column.
