-
Reckon One update ✨ Bug fixes & other improvements!
We've just rolled out a quick little update for Reckon One that squashes a bunch of bugs and adds a couple of new enhancements that come directly from your feedback! Check out the full details of this release below. ✨ Autofill is back on the reference field in invoices We've heard your feedback and made an improvement to…
-
Drilling down in the Profit and Loss Report
It would be good to be able to run a profit and loss report and extract information from this report alone without having to run a ledger transaction report (which can take a long time to run). Eg, if you wanted to check general program expenses for a certain project, you could click on the amount and it would only bring…
-
Merge two customers and merge a customer and supplier
I have migrated my system over from Reckon Hosted, and previously the reckon desktop app, which has been used for approx 2 decades. There is quite alot of duplicate suppliers/customers, as in its the same individual/company, but we have two different accounts for each. It would be great to be able to merge these.
-
Today as a Report Period option
The addition of Today as an option under Report Period would be very useful. We use Receipt List and Payments List as part of our Daily Reconciliation procedure. With the Custom Reports we can now preset "group by Bank Account" and "display Payment Method" but still have to select today's date as start and end period. If…
-
Best Reckon Training options for beginner user? What would you do?
Hi everyone, I have tried searching previous topics in the Community but haven't quite got the answer I'm looking for. Has anyone got any recommendations for Basic Bookkeeping skills ideally using Reckon Hosted? I'd like my step-daughter to help in the Office, as she has the smarts! I see that Open Colleges offer…
-
Choice of Clearing House
Ive just started delving into this today. My confusion is when it comes to choosing a new clearing house. A lot of the info states that its a free service IF I choose that particular company as my defualt Super fund. We are a small company with 4 employees all who have their Super with different funds. How do I manage this…
-
Reckon Payroll - Multiple Pay Periods for Annual Leave Tax Calculation?
Hi guys, With annual leave coming up, I have a query regarding paying employees for multiple pays on their last day. In Payroll Premier you could always adjust the number of pay periods so the employee was not taxed based on one weeks' earnings. If he was taking 3 weeks annual leave, then you could enter the number of pay…
-
Cannot revert payrun to draft due to associated payments
I wanted to make an edit to an item code in Dec. pays, so I did what it said by clicking on "revert to draft" and then it said I can't because there are payments entered associated with it. So I click on the button for going to payments that pops up, I find the 3 payments for the pays and delete them. Then I go back to the…
-
Rules for Transfers
We can do Transfers from Bank Accounts to Asset, Liability and Equity Accounts by ensuring that the Show all accounts box is ticked. However, it is not possible to do this when setting up a rule regarding the transfer. In the Rule set up window it is only possible to set the transfer to (or from if it is money in) a bank…
-
How to revert back to old settings ?
HI Can you please tell me how to revert back to classic settings in payroll ? Thanks Renee
-
Super membership number not appearing in Beam lodgement
This discussion was created from comments split from: Time is running out! Switch to Beam for SuperStream before 28 April 2025! ⏰.
-
Payday Super with Beam
This discussion was created from comments split from: Reckon Accounts Hosted - Payday Super.
-
Help with pay templates in Reckon One
I have been trying to set up the Payroll Templates as it will streamline updating our employees pay rates etc however, I can't seem to work out how to create them. I did call but I don't know if the staff member understood what I was querying help with. We fall under Hair and Beauty and there are 14 different pay stage…
-
add personalised fields in customer and supplier lists
I have created a personlised field which I would like to view in a column when I open my customer list. My field is <email att to:> Currently there are specified fields and I do not have the option to see the one I created. If a person creates a field, it is of importance to them. Maybe these created fields should be…
-
An error occurred generating the report...
We have been having issues generating reports. We have also "unexcepted" issues with submitting STP this week. Is there an issue with the system?