Reckon One bank reconciliation UPGRADE!

RavRav Administrator Posts: 11,109 Administrator
edited June 2019 in Reckon One
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We are excited to announce a much-anticipated update to our bank reconciliation process that's launching TOMORROW! 
We've listened to your feedback and implemented a new layout that will make it easier and more intuitive to ensure all the transactions on your bank statement are in Reckon One, and vice versa.

Here's a summary of the key changes:
  • IMPROVED RECKON ONE TRANSACTIONS SCREENS
This screen now includes an account balance and a running balance, so you can easily match transactions against your bank statement at a glance.
  • TRANSACTION STATUSES
Three new transaction statuses - Uncleared, Cleared and Reconciled are introduced to Reckon One transactions to make the process more intuitive.
  • NEW RECONCILIATION PROCESS
We've simplified the reconciliation screen and added a Reconciliation Summary that displays the difference between your bank balance and bank account in Reckon One. Once your difference is $0.00, you're ready to finish reconciling for that period.
  • IMPROVED LAYOUT
We've added a new top menu and an additional side menu, so you can access everything you need in a click.


For a full list of changes and detailed information on the update please visit the Reckon One help site and our new Reckon One bank reconciliation help video below.

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Comments

  • RavRav Administrator Posts: 11,109 Administrator
    edited November 2018
    Splitting off to own thread. Unrelated to Bank rec upgrade Please reference the new conversation here: Suncorp BankData issues
  • RavRav Administrator Posts: 11,109 Administrator
    edited November 2018
    Splitting off to new thread Please reference the new conversation here: Bank feed issues
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