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I have a query re Credit Card account - "System account for bank account .....
Why does the system create a credit card - "System account for bank account 'XYZ Item Code' and how do I remove it? I have three credit card accounts that have appeared for some item codes, there's no bank account of same name and they will create confusion for others not familiar. I need to understand how they appeared so…
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Regions - Customers- Information suggestions.
Hey all, Looking for some suggestions to set this up. We are looking at wanting to do some targeted marketing for our client base in NZ, and as such, have been asked to generate contact reports. The issue is that some of our historical data is not accurate, and so it is making it difficult to extract the correct…
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Employee Resigning
Good morning all, We have an employee who is resigning and currently serving their notice period. The employee has been with us for more than seven years. Could anyone advise me on the benefits the employee is entitled to and how to record these in Reckon? Your assistance and guidance in this matter would be highly…
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Receiving payment for an invoice 🎥
Receiving payment for an invoice is really easy! This video will take you through how to receive a payment on a single invoice and also on multiple invoices from the same customer!
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Failed to setup the connection error
This discussion was created from comments split from: RESOLVED - Failed to setup the connection error - Reckon Accounts Hosted.
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help unrecoverable Error and shutdown- after Reckon accounts Premier V34 re inventory adjusts
Hi, after installing V34 I can not access a inventory adjust once it is done without getting a unrecoverable error and shutdown message. I am able to make the inventory adjust and I can see it changes stock levels etc. I need to be able to see the inventory adjustments to check they are correct. Before the update I did…
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Usual Tax Code and/or Tax Code on Bank Transaction screen, make one screen
Hello, I've recently switched from Reckon Hosted to Reckon One, and getting used to the integration of Fast Coding and also the Bank Transactions screen. Fast Coding screen has the advantage that I can allocate tax codes per transaction. It doesn't match receipts to invoices like it did when I used Reckon Hosted. Bank…
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Issues with automatic login for third party app (CData Sync)
Attempting to use CDATA Sync to interface with Reckon. When Reckon is open, everything works perfectly, however this is not ideal. I have checked the usual suspects here: The integrated app settings: 'Login as' has been attempted as Admin and other users. When adding in: The SDK log file for the failed connections shows:…
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Recurring Transactions
I have done about 5 already by selecting one from a previous month, setting it as recurring, giving it a name etc. But one keeps giving me an error message. Can't figure out how it is different to the ones already done. cheers Jean
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General Ledger transactions
I have found that in sales (for eg.) every line item of every invoice is listed. Is this necessary? If all line items are sales, why can't it just put the total in there? If I want a more details version wouldn't I just go to Sales History? Why take up all that space in general ledger? And can I make a journal entry be a…
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How do I fix a double EOFY STP submission
I accidentally lodged my EOFY STP submission TWICE because the app froze. How can I fix this? I do not want it showing twice the actual amounts for the ATO.
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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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Tax amount different in Reckon
Good afternoon all, When entering creditors' invoices into Reckon, the tax amount sometimes does not match the amount on the invoice (usually a difference of $0.01 or $0.02). The tax amount cannot be edited in Reckon as the field is disabled. Is there a way to modify the tax amount in Reckon? Your assistance with this…
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Incorrect Tax Withheld - only occasionally
Hi Everyone I have had an employee query the tax withheld in his pay . Over the last 6 pay runs ( which are fortnightly ) they have all been correct when I have inputed them into the ATO calculator except 2 . One was $136 short and the other $146. I have not gone back any further I cant find any reason why these would be…
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Auto Fill for reference Field
I believe you may have turned off auto fill for reference fields. This feature was very handy (up to 1st April 2025), as it ensures I could make up references and not duplicate them (for bill and payment receipts). i thought it was a feature of ReckonOne, but now believe it is an autofill feature of Firefox that you have…