-
Easy report of sales of item by customer
I would like to have a change to the Sales by item report so that when you select an item from the report it shows which customers have purchased the item and the number purchased in the selected period. Currently there is only a long winded approach where you have to go to Advisor and select transaction reports and then…
-
Recording Invoice Payments (Double-Up)
Hello, I don't know if I am being daft or even explaining this right, but I will try. When I go to reconciling the accounts, a lot of the transactions seem to have doubled-up. From what I can see it is only the ones where I have marked an invoice as paid and then the payment has obviously come into the bank account. Is…
-
Has the option to print payment summaries been removed from Hosted?
Am trying to print a payment summary for an employee who says he can't see employment history in his MyGov account. Even after STP we were still able to print summaries. (Employees, Process Payment Summaries, etc) That menu option is no longer there
-
Supplier Credit Refunds
Reckon Accounts Desktop and Online Can you setup the Supplier Credit Refunds, the same as a Customer Credit Refund? The only way possible is to delete the entered Supplier Credit and enter a Journal for the Refund when received.
-
Reckon Hosted: How to find an out of balance amount in a balance sheet account
My client has a data file that is perfectly in balance on 30-09-2024. The balance sheet and trial balance agree. If I run the balance sheet on 01-10-2024 the Inventory Asset account no longer agrees with the trial balance when the Balance Sheet display is set to Total. If I change it to day, week, month or year, the totals…
-
Reckon One - view all transactions for Product bought and sold
Hi everyone I am trying to find a report that will show me all of the individual transactions for a single product Bought and Sold. When I look under Sales by Item it is showing me the correct sale price but tells me there is a quantity of 67 but there are only 34 invoices and maybe 5 purchases. This doesn't make sense.…
-
Creditor Invoice Numbers to appear on the Make Payment area of Reckon One
Hi can we please get the "make a payment" to a creditor to show the creditors invoice/reference numbers rather than the bill number? the bill number is pretty useless to me & when I have a bunch of creditors to pay with a long list of transactions its a pain in the butt also the same goes when applying credits to bills it…
-
Adjustment Notes to show on remittance advice
Hi Is it possible for adjustment notes taken in a payment to show on the remittance advice that is sent to the supplier? It will avoid confusion
-
how to run a report for one employee showing pay details by the week for one year
Hi All we need to provide the weekly pay summary including separate columns for gross pay and overtime for one employee for last financial year. i have tried what i can see in Reckon reports but could not find any report can be modified to show one employee, pay details weekly for one year. the columns would be pay items…
-
Importing Supplier Invoices like MYOB and other packages
Sorry if this has been requested before…. It would be amazing if we could also save PDF Invoices and Receipts and they are automated to pick up the Supplier name, date, Invoice number and po please the amount allowing us to select the chat of account to code it to. It is an amazing feature and a number of my clients…
-
#TipTuesday - Taxable Payments Annual Report (TPAR) in Reckon Accounts 📒
Businesses in the building or construction industry that pay contractors might need to report these payments to the ATO by submitting a Taxable Payments Annual Report (TPAR). This helps to ensure contractors accurately report their income and prevents under-reporting. How to enable Taxable Payment Annual Report in Reckon…
-
Error in Importing CommBank Bank Statements as QIF
Is anyone else having issues importing Bank Statements into Reckon Hosted from CommBank? I have tried getting support from Reckon and they can't help me ;-( Once I select the QIF file and it shows where to save the QBO and I select the relevant Bank Account it gives me an error saying Errors were encountered whilst…
-
Can I have multiple companies set up within the subscription?
With a single user licence, can I have multiple companies set up within the subscription?
-
Fix Cheque Numbering! Remove it.
In the last year or so, automatic cheque numbering has started for payments made in the account register. So frustrating having to delete these for every transaction. An error created by the software development team. It cannot be turned off. We don't need cheque numbers any more as almost everything is paid…
-
Employee Super Statement – Incorrect Employer Name
Hi Rav, Do you know where BEAM sources the business name that appears on an employee’s superannuation statement? We’ve come across a situation where an employee’s super statement is displaying the name of an old sister company that hasn’t been active in years. However, the payroll file we use for Superstream submissions…