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Profit and Loss report Monthly breakdown
Id like to see a profit and loss report being able to be generated that can be broken down into monthly columns to show in one report.
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deleted transaction from 2024, now not reconciling
Hi, A customer payment was deleted in error from Nov2024. This has now thrown the Rec. I would usually undo the previous Rec to rectify. As the transaction is for 2years back, is there away i can enter payment to rec with out undoing all the previous months?
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Issue in Reckon one transaction page, when adding and cancelling journal
When inside Banking>Rackon one transactions, I started adding a journal, then cancel it, it still show this message :
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Exciting report upgrades coming - Want early access?
Our teams have been working away on some really exciting upgrades for reports in Reckon One and I’m super excited to share that we’re getting close to putting them in your hands 🙌 Before we roll these changes out more broadly, we’re looking for a small group of Community members to get early access and help shape the final…
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Payday Super Roadshow - Register Now! 📅
Payday Super is coming into effect on 1 July 2026 - and we’re here to help you get compliant, confident, and ahead of the curve ✅ We’re visiting nine locations nationwide in April and May 2026 with clear, practical sessions that cut through the noise and show you exactly what you need to do. Why attend? Understand what…
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Is there any easy way to check for sole traders?
Just wondering if there's any easy was to search Reckon for Sole Traders we have used in the past financial year? I've printed a TPAR report and knew of a few we had used but just wondering if there us a bulk way instead of individually checking each Supplier we have used. Thanks so much.
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SUPERANNUATION MEMBER NUMBER MISSING FOR SEVERAL EMPLOYEES IN BEAM BATCH SUMMARY
Hi Team, I recently did my first superannuation payment via Beam, and according to the status, it's been reconciled and sent to fund. However, I just checked the "Batch Summary" and noticed three employees have their superannuation member number missing in the report. After checking their employee records, I can see their…
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Software purchase
Apologies if this is directed to the wrong area. I am considering changing accounting software. I called up customer support. Spoke with someone who had an accent I had trouble understanding. And what he did tell me sounds very odd to the point that I am unsure if he even understood my needs. (Or that I did understand he…
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ReckonOne: Customer statement not showing payment details on emailed statement pdf
If I view a customer statement on screen it includes the payment details entered in Settings/Statements. If I print this, it prints as displayed - all good. If I instruct the system to send the statement via email, the payment details are not included, in its place is "undefined" What do I need to change to have payment…
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Bank account details in CFS clearing house
This discussion was created from comments split from: New super requirements.
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Identify who created an invoice
Is there a way to see which of my employees created an invoice in my book?
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balance sheet with comparative for previous financial years
Hi I recently noticed that Reckon won't allow you print a Balance Sheet with historical prior-year comparatives. The comparative feature works fine when running the current financial year (30/06/2026) against the previous one (30/06/2025), but it doesn't work if you try to use the last financial year (30/06/2025) and…
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Change location of where Reckon saves "export Files" - ie SAFF and STP files
Is there a way of changing the physical location of where Reckon auto saves these files so they are NOT with the actual reckon file itself??
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Sharing and reviewing invoices
I'm just starting with Reckon One and want to ask a couple of questions. The first is, how do I give my staff member shared access to my book? I need them to be able to do invoices when I'm not in. The second question is related to the first one. I want the invoices that are created by my employee to be reviewed before…
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Reckon Hosted Payroll to Reckon Payroll
Hi, I am after some feedback if anyone has changed from Reckon Hosted to Reckon Payroll. I am processing payroll for just over 50 employees, and the new super payday is creating a lot of extra manual work. Appreciate any feedback before trying different software altogether.Hi, I would appreciate some feedback from anyone…