Attaching invoices to Bill window

Kris_Williams
Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
edited June 2021 in Accounts Hosted

Did I read correctly that you can now attach a supplier’s invoice to the enter bills window? In PDF format?

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Sort of @Kris_Williams .. You can attach a document link to the Bill transaction

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Wayne Seabrook
    Wayne Seabrook Member Posts: 20

    Has anyone got clear instructions on how to add the link in bills? I've tried to follow instructions I did find but have been unsuccessful so far - but that could be my computer skills.

  • Bruce
    Bruce Member Posts: 439 Professional Partner Professional Partner
  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Wayne Seabrook I am trying to figure out the same, as I know Xero has this feature and easy link and add a copy of the bill, but cannot find it in Reckon, did you solve this?

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭
  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2021

    You can’t attach an actual PDF, but you can attach a link to the PDF that you store on Dropbox or a folder on your computer, or maybe even online storage elsewhere, I haven’t used this feature in Xero but use it daily on Quickbooks online


    Reckon Accounts users now have the capability to attach links to external files, such as documents or images, to various lists and transactions in Reckon Accounts. These documents can be stored in cloud storage such as Dropbox, Onedrive, Google Drive etc, or your own network drive. The choice is yours.

    Using Links instead of an actual attachment gives Reckon Accounts users the ability to:

    • Choose their own storage provider or location, meaning you own the document, not Reckon (important for documents that must be retained for tax or payroll audit purposes for many years).
    • Modify, update or replace the files they are accessing or sharing without opening Reckon Accounts or needing a Reckon Accounts licence. It can all be done in their own storage (Cloud or network drive) without changing the link or downloading the file.
    • Ensure the most recent document available for them.
    • Manage attachment size. If Reckon were storing the documents, for example, we would need to limit the file size of your linked files. Now the choice is yours.
    • Promote good storage practices within your business. Physically saved attachments often end up on a user's local machine, meaning they are not accessible to other people within your organisation.
    • Better manage file security by utilising the share options available in most online storage providers.
    • Share documents outside of your organisation, such as standard terms and conditions for your customers.


  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Okay how do you attach the link then?

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    On the toolbar in the bill window there’s a box called link with a paper clip icon

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Yes I tried that but it takes me no where, no idea how to link the PDF

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Barbara

    The Reckon Help site has this & other resources 😊 :

    https://help.reckon.com/article/a4lwucbslf-reckon-accounts-links

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Yes I agree Barbara I just tried it, very confusing. I’ll have a better look and try to answer your question

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Thank Kris appreciate that, I too am looking through this document at the moment


    https://help.reckon.com/article/a4lwucbslf-reckon-accounts-links

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    I just found this, should be on the same place you are looking too


  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Oh dear that is horrid sorry to say, Xero is just so damn easy and Reckon is very difficult and I cannot see any fix. I will wait though in case I am missing something Kris :-)

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    But can you get it to work, just using a PDF link I don't use dropbox

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Quickbooks online is a breeze too

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭
    edited September 2021

    Ah ha, just not Hosted, I also use Enterprises, so might check that out too, and loved Quickbooks but only have the old version unfortunately was advised by Reckon to go with Hosted.

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    You don’t have to use Dropbox, I’m still checking it out

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Enterprise and Hosted are both the same, and process is just as impossible in both. You will have to wait until @Rav answers the question, or someone who knows the process. I have never used it

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Hahaha, thank goodness it is just not me then. Thank you so much for trying though.

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    I have just read through all of the instructions and I have to say that I can see where the process is going, however I am quite experienced in computer techniques but I feel this is not a user friendly process for many of the people who use this forum, including me. I didn’t bother to follow it through as I was only trying to answer Barbara’s question and don’t have a use for it, and after seeing what it’s all about would not waste my time. Quickbooks online is a breeze, click attachment, browse, select and done, your PDF can be opened from any login on any computer

  • Wayne Seabrook
    Wayne Seabrook Member Posts: 20

    Barbara, no I didn't. I got busy and put it in the too hard basket for the time being.

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    I can understand I don't think Reckon do this well at all,

  • Gitta
    Gitta Member Posts: 9

    I think this is not good enough - appalling actually. If my customer enters a link to his bills on his computer, I won't be able to see this on my computer when I am working on their file.

    Please Reckon developers make it happen that we actually can attach a pdf file to the bill entry or any other entry in that case and everybody can see this.


    Thanks for your consideration and time.

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Yes Gitta in this day and age trying to go Paperless it seems odd to me that Reckon cannot develop this into their Hosted software, Xero does it with ease.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    @Gitta & @Barbara To be fair, Xero is a completely online program whereas RAH is on Reckon’s servers. When we login to RAH, we’re effectively logging in to Reckon’s hard drive/computers so - whilst there systems are both vast & highly encrypted, it would likely not be possible to accommodate the storage of all documents for all users 😬

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Thanks Shaz, what is a RAH server sorry?

    But isn't Xero only online?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    @Barbara Allen-Guthrie Apologies for the confusion ... "RAH" is an abbreviation of "Reckon Accounts Hosted".

    Yes, that's what I mean - Xero is solely "online" whereas RAH isn't, it's actually on Reckon's computers (not "in the cloud" like Xero) 😬

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Gitta
    Gitta Member Posts: 9

    Hi Shaz,

    thank you for your answer. Do you know if there is a movement to change RAH to web based in the future? That would be ideal as I have a lot of issues with RAH nowadays: Bank feeds, for STP another software is needed and not be able to attach pdf documents to data entries - just to name a few. It is so outdated and tedious to use compared to all the other softwares. Sorry for the whinge. Wish you a relaxing weekend anyway.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited June 2023

    Hi @Gitta

    Unlike the cloud programs, RAH is actually the original desktop program which Reckon have developed to be remotely accessed. Unfortunately, because the base coding for Reckon Accounts (RA) / Reckon Accounts Hosted (RAH) is owned by Intuit (the original "QuickBooks" creators), Reckon are not able to change certain base aspects of it. From a technical perspective (& the tech-y side is not my forte so apologies in advance if this isn't very clear) but my understanding is that the base coding of RA/RAH is unable to be converted to a browser-based, cloud solution which is why they developed it as a "Hosted" option instead. (@Rav might be able to clarify more on this ?)


    Reckon does have their own cloud program, Reckon One (R1). This has a similar interface to Xero & QuickBooks Online (QBO) eg it looks nothing like RA/RAH. None of the cloud programs have anywhere near the feature capabilities of RA/RAH because they're all much more basic. Reckon is the only accounting software provider though who offers all 3 solution options ... desktop (RA), desktop via remote access (RAH) & online (R1) 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 124 ✭✭

    Shaz yes the reason I stay with Reckon for over 20 years now is I need that Desktop and Online for when in remote areas.