Expense options have been removed in Reckon One Accounts Plus

Chris_G_Schultz
Chris_G_Schultz Member Posts: 8 Novice Member Novice Member
in Reckon One

I have Reckon One Accounting Plus as illustrated here

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I have until last month added my expenses to invoices using the Expense option under Business.


However that has been removed:

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According to both the online help

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and the Accounting Plus Plan on your web site, I should have that ability to enter expenses

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The Quick Add doesn't have it either:

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How can I add my expenses to invoices?

This is urgent as it is EOM and I will need to invoice clients.

Answers

  • Jason_Z
    Jason_Z Reckon Staff Posts: 245 Reckon Staff Reckon Staff

    Hi @Chris_G_Schultz,

    Thanks for bringing this to my attention. I checked my Accounting Plus book and also donโ€™t see any option for expense claims either.

    Did you recently move to the Accounting Plus plan?

    Iโ€™ll look into this further and get back to you with an update as soon as I have more information.

  • Chris_G_Schultz
    Chris_G_Schultz Member Posts: 8 Novice Member Novice Member

    Hi @Jason_Z

    I had Desktop Payroll, then Hosted Payroll intially (long story) but it must have been converted it to Accounting Plus - no notification was given.

    Given the web site says expenses can be included, this is a significant issue.

    I have logged a support ticket too.

    Thanks for looking into it as well

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,651 Reckon Community Manager Community Manager

    Hi @Chris_G_Schultz

    Just jumping in here for Jason, I've been taking a look at this post and conducted a little bit of investigative work to try and understand what's happened here and have some info that I'll do my best to outline below.

    In November 2023, Reckon One transitioned from a modular-based subscription to a tiered plan-based subscription; covering both Accounting plans and Payroll plans. Existing Reckon One customers were transitioned to the new plans in April 2024.

    Along with this change, modules were consolidated into plans and importantly, the Time & Expenses module you had was transitioned into the Payroll Plus/Premium plans. I believe you had a conversation with Oliver in our Customer Service team back in July last year regarding the above including a discounted offer and there should be an email in your inbox with those details.

    Now, there are a couple of additional, but important things we need to cover.

    As mentioned above, existing Reckon One customers were transitioned to the new plans in April 2024, however we recently found that a very small number of Reckon One customers were missed in the transition and as such, still retained access to the old modules which it looks as though you were part of. We have rectified this oversight and have transitioned this small group to the Accounting Plus plan which you're now on as you've outlined in your opening post.

    As previously mentioned, the former Time & Expenses module was transitioned into our payroll plans and the expense claim functionality is part of that. You'll find reference to this in the inclusions on our payroll plans page here and I'll include a screenshot example below as well ๐Ÿ‘‡

    image.png

    In regard to the reference to 'expenses' you've noted on the Accounting Plus plan page in your opening post, just to clarify, that is related to tracking expenses incurred by the business ie. money out or payment transactions by the business. This is separate and not related to employee expense claims.

    So where to from where? Your Reckon One book is currently on the Accounting Plus plan and as outlined above, the employee expense claims feature requires adding either the Payroll Plus or Payroll Premium plan which you can add to your book subscription from your Reckon Portal account. If you'd like to revisit the discounted offer that Oliver put forward to you in July last year, I'm more than happy to see if we can get that organised for you.

    Let me know how you'd like to proceed or if you have any questions.

    Cheers

  • Chris_G_Schultz
    Chris_G_Schultz Member Posts: 8 Novice Member Novice Member
    edited June 26

    Thank for your reply @Rav

    The explanation is reasonable and understood.

    However, as a sole trader (consultant) the Payroll version of Reckon One is not an ideal solution. The only employee is me. Payroll is therefore not required.

    I have expenses I claim from my clients - usually transport/meals/incidentals - and would expect other sole traders are in the same situation. How can those be entered into the Accounting Plus product other than Money Out and managed effectively on an invoice? Is there a suitable template for that? I couldn't find one. The help documents are not clear.

    Is there no product from Reckon that supports expenses other than Payroll? Both Accounting Plus and Accounting Premium list expense entry, but as you indicate it appears to Money Out rather than billable to the client.

    The contact from Oliver was in July of last year. I neglected to followup. That is my mistake.

    Unfortunately I was not given any warning that the transition to Accounting Plus was underway this month until I logged in this week. A courtesy email notifying me of the impending transition at least 4 weeks before transition would have been prompt for me to review my options - which I had done when I spoke with Oliver.

    In the short term, and as it is at the end of month, the offer from Oliver to transition to the new Payroll is probably the option I need at present.

    Please review the offer for me so I can get on with my clients.

    I look forward to your response.

    Regards,
    Chris

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,651 Reckon Community Manager Community Manager

    Thanks for your understanding @Chris_G_Schultz, and I can certainly understand where you're coming from as well.

    I'm more than happy to organise getting the Payroll Plus plan added to your book with the discounted offer that was put forward to you last year so you can get on with actioning your expense claims.

    Can I please get you to confirm that you'd like to accept this and I'll get this actioned ASAP upon your confirmation.

    Cheers

  • Chris_G_Schultz
    Chris_G_Schultz Member Posts: 8 Novice Member Novice Member

    Thank you @Rav

    Please proceed with the transition to Payroll Plus with the discounted terms offered to me last year ASAP

    Regards

    Chris

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,651 Reckon Community Manager Community Manager

    Hi @Chris_G_Schultz

    This has been actioned for you now but I'm going to send you a private message separately with some additional details.

    The next time you login to your Reckon One book you should see the expense claim functionality as before.

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