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How to download a backup file (*.QBB) from Reckon Accounts Hosted to your local computer
When you see the Reckon Accounts Login screen, press the Cancel button. Downloading the file: 1) Once logged into Reckon Accounts Hosted, click on the floating toolbar as shown below. 2) Click on the ‘down arrow icon’ to download the file. 3) You will see the file browser window will open. It will by default look into the…
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Cleared and uncleared funds
Hi, I have changed from Reckon desktop to reckon one and stuggling. So thanks in advance for replying. I have worked out that when I allocate trasactions they are taken off bank transactions and go into R1 transactions. So what does cleared and uncleared mean? cheers Anita
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Questions on Inventory and Average Cost
Q1. If Reckon calculates stock value using Average Cost, what is the purpose of the Cost/Sell price fields? ✔ Answer: Average cost = actual cost Reckon uses for valuation and COGS. Cost price in the item card = a default amount used when entering purchase orders or bills. It does not determine actual inventory valuation.…
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attach via the links button a copy of the original supplier invoice
When you have entered a bill, I want to be able to attached an original copy of the suppliers invoice to the links button so I can open the link and see their invoice against our Reckon entry. This feature would be so beneficial to our business and accounts team. Call me on 0421059517 if you don't understand what I mean.
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attaching supplier invoices to bills
currently Reckon has "Links" you can utilise when entering bills but this is somewhat clunky. It would be much easier and more environmentally friendly to be able to simply upload a copy of the bill you are entering with the bill. Great for auditing purposes also if the bill is readily accessible. Could Reckon build this…
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Adding licence numbers to invoices
I need to include our new trade licence and insurance licence number on all our invoices moving forward with our usual company information What is the best way to do this?
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Suggestions for Budgets and Budget Reports
1. Why is it not possible to make changes to an existing Budget, without having to 'Save as' a new Budget? A simple 'update' would be great. 2. Why is it not possible to 'Hide Zeros', as it is in the Budget, itself. Currently, it just wastes space and clogs up the report. 3. Why is there not an extra column, titled…
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Emailing invoice to 2 email addresses
Hello community One of my customers would like us to add a second email address for our invoices to be sent to in addition the email we already send to. Is this possible in Reckon One?
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First pay run
Another question. I need to do my first pay run today since starting with Reckon One. What's the best way to enter in my employees?
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New Super Rules and Community Help
Hi, I can read the questions and some of them I would like to read the answers but can't. How can I read the answers to questions that are the same as I would like to know?
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How to set a credit limit?
We've just joined Reckon One and need some help. How do I set a credit limit for a specific customer of ours so that they can't go over? We're having some trouble with a customer and want to limit how much they owe us at one time.
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SuperStream in the Reckon Payroll mobile app
For those of us with a small number of employees who use the mobile payroll app as it is very convenient, It would be great to have the ability to process payday super through the app at the same time as processing payroll since everything will need to be done at the same time. Could you please make this happen??
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Purchase order for sending orders to suppliers
No inventory is becessary for using purchase orders to suppliers. iif purchase orders can be sent to suppliers such as labour work, installation work or electrical work, less chance if disputes and easy works Management.. Very useful to generating businesses with no inventory holding.
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Ability to add attachments to customer adjustment notes
Hi there, We regularly issue cash credits to customers (strata members) for money earned from excess solar energy exports. As such we need to be able to detail how this is calculated. This information is captured in a PDF that we need to pair with the adjustment note as an attachment. It would be great if this feature were…
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Memorised reports
We've migrated from hosted to reckon one. Before the migration I was told our memorised reports would not come over and I need to redo them. How do I create memorised reports in Reckon One?