Reckon One update! β¨ Custom fields, Resizable Columns, Help Videos & more!


Reckon One has received a new update which introduces some new highly requested features including Custom Fields and Resizable Columns! This release also includes other enhancements and fixes including a new home for our Reckon One help videos. Check out the full inclusions below.
β¨ Custom Fields
You can now create and use custom fields in your Reckon One book!
Custom fields give you more flexibility over the data you capture and display. This new feature allows you to create and manage custom fields across your company, customers and invoices. You'll find the Custom Fields feature by going to Settings β‘οΈ Custom Fields and there are 3 types of custom fields available:
Company Custom Fields - which you could use for details that are specific to your business such as an NDIS Provider Number or Licence/Registration numbers.
Customer Customer Fields - this can be used for details specific to the customer such as the customer's NDIS Client number.
Invoice Customer Fields - You can add transaction-specific details on your invoices such as job number.
Click here to learn how to create and use Custom Fields
β¨ Resizable columns on your invoice templates!
You can now resize selected columns in your invoice templates for more flexibility and customisation!
You can now adjust the size of the Item, Account, Description and Project columns in your invoice template settings. Use the sliders to easily adjust your columns and get a live preview to see your changes as you go. Any columns you resize and save on your template will appear as such when you print or email your invoice.
β¨ Your new home for Reckon One help videos.. right here on the Community!
We've got a growing library of short, sharp, how-to videos that provide a walkthrough on common tasks in Reckon One and they're now available directly on the Community! Check out the dedicated page for Reckon One help videos here - Reckon One Help Videos π₯
The links to our how-to videos within your Reckon One book will now redirect to the above page here on the Community. When you're on the video page, you can use the search bar at the top to keyword search which will show results from our video library.
β¨ EOFY finalisation enhancements
You now have the ability to edit a EOFY finalisation which is in Non-Submitted
status using the new Edit Report button. This allows you to edit a EOFY finalisation that hasn't been sent yet to add or remove any employees from the finalisation or select the option to set all values to zero.
β¨ Ability to enter negative values in initial YTD
You can now enter negative values for employee initial YTD balances for earnings and leave, deductions and superannuation pay items.
Please note, entering negative values should only be used in specific circumstances and is more of an exception rather than the norm.
π Bug Fixes
β Fixed an issue where removing a leave item in a termination pay run did not remove the associated tax component and required manual removal. This has been fixed so when a leave item is removed, the tax component will also be removed in a termination pay.
β Fixed an issue with leave adjustment issues on payslips for terminated employees.
β Addressed an issue with the Email History screen not displaying the email window on previously sent emails.
Comments
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The ability to add NDIS details with a custom field is great and long overdue! π
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this was awesome, thank you
now can you do a video of how to add the Ezidebit pay now button to invoicesβ¦
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