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Credit card payment on Hosted invoices
Is there a way that this can be achieved… There are some historical postings (2022) in relation to the query, but the response was then about Reckon One. Has anyone been able to implement something that works automatically? Especially when we have 2,000-2,500 memorised invoices going out every month.
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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…
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Quick Question - Manual Tax Adjustment has been undone
hi I'm a brand new user as of yesterday and wondering if anybody can help me with a quick query? I live in Australia. manually had to adjust The PAYG tax slightly as the number calculated was incorrect. The pay slip was generated and the information submitted to The ATO, with then transaction then classified as done after…
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MFA Code - can it be sent to an email?
Can the MFA code be set up to be received to an email rather than sms to a mobile? When Im on holidays or away and boss wishes to use/check Reckon - it would be easier to get code via email. Can this be done??
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Tax Code on Finance Charges
I need advice please as to when a client creates Assess Finance Charges from the Create Statements window (approximately 30-40 every month) that a Tax Code is not appearing nor is it showing on any Tax Reports. This obviouly throws out the comparision of the PL to the Tax Reports. Any advice would be appreciated.
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Invoice Printing incomplete over 2 pages
Is there a way to make invoices that extend over 2 pages look professional? Currently when the list of billable items exceeds the 1st page the bottom of the invoice looks incomplete with total amount boxes missing. Is there a way to fix this problem? I find Reckon Invoice Template Layout Designer extremely "clunky" and…
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Reverse Salary Sacrifice
Hi We have employee that has requested the superannuation's salary sacrifice to be reversed from the last pay. While processing the next pay for the employee we tried to put a positive figure for salary sacrifice in, but it kept on changing back to negative. Is there a way to adjust the amount of salary sacrifice taken…
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Discount Rebates
We have an Apprentice on hire and we get a bill from the Training company charging his hours and rate, travel days and several discounts, like Federal Funding [NCF] Electrical Commission [NCG] etc. I have entered them as negative and balance, but when I pay the cheque the amount is correct but it leave a few cents short…
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📢 Important: Reckon One classic invoicing is retiring - Switch to the new invoice experience today!
Hi everyone, You may have seen from our previous announcements that we’ve introduced a brand new invoicing experience in Reckon One - designed to be faster, simpler, and built directly from your feedback! With its modern design, improved usability, and enhanced features, the new invoicing experience will soon become the…
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Employee super member number not updating
Hi, I've received my employee's super details after processing a payrun for them. I now need to change the details for lodgement with Beam. I have tried reverting the payrun to a draft and then marking as paid after updating the employee's details although the super details are still showing as the old details when I go to…
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Issue with New Invoice Interface - Can't See Invoices - Something Went Wrong Message
Since the new Invoice Interface went Live I can't see them and only get the below message. Have rebooted, logged out and logged in makes no difference. Any suggestions?
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Toolbar Preference Settings
In Preferences / General you can select the option under Toolbar to 'Enable the toolbar to collapse when in a minimized screen mode' The problem is you have to make this selection every time you login. Please, instead of a box to tick each time, PLEASE make this a radio button that you can select once to make this option…
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Integrated superstream solution for accounts hosted
With the SBSCH closing down I want an integrated superstream for accounts hosted. I can see Beam but all the mentions are for setting it up with Payroll or Reckon One. Can anyone tell me what works with Accounts Hosted, and point me to a setup guide?
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RAH - MS Edge Settings Restriction ?
Hi @Rav I've recently switched my employer from RA desktop to Hosted. Although the recommended browser is Chrome (which is what I use), when RAH launches a new window (eg for Reckon portal login), it does so in MS Edge. Therefore, I want to import my autofill/passwords from Chrome but it appears Reckon has restricted the…
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Changing tax type in Reckon Hosted
Hi, we have a company that part way through the year has changed their tax type from cash based to accrual based. How do we change this in the file? I have found how to change this in the settings but it doesn't let us change the tax type from a specific date it will only change the entire file. Is there anyway around this…