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Customers statements filtered by terms
We have over 3,000 customers on different terms and have already used the type field for another purpose. We'd like to be able to email our 7 and 14 days customers more frequently than at EOM without having to select them individually.
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Adding STP to the "Icon Bar"
Generally clicking on 'view' then 'Add ****** to the Icon Bar', we get the open window added to the Icon Bar. Currently, when doing this with the STP window open, it adds 'Process Payment Summaries' to the Icon Bar. A glitch I am hoping a patch can be issued for.
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Bank account selections on dashboard
I have too many bank accounts showing on dashboard. To show only selected bank accounts, I am not able to select them as per instructions. Is there a problem with selection? appreciate some tips
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How do I do additional employee extra super payment
I have paid an additional employer extra payment for super I need it to go into Reckon in current years figures so I may need to put it through separately from payroll as that super will not be paid until July is it possible and how do I do this.
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Moved: How to use my 2025 Reckon Accounts Upgrade.
This discussion has been moved.
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Cannot see Export tag in a report
I cannot see Export tag in report. The file is active and it was shared with me. I can see the refresh button, but not export button, why would that be so? Kind regards, Maria
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Can I import opening stock quantities and cost
Hi I have set up a new file and imported a list of inventory items using an .IIF file, however it didn't bring across the quantity or cost information. How do you import the quantity of a stock item when importing a list of items? I don't want to do an inventory valuation adjustment as there are 1000s of items. Is there a…
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Death Benefit payment
Hello brains trust, We had an employee pass away last year and I have just noted the Death payment was processed as hours worked and leave on termination & was heavily taxed, I would like to rectify this before the EOFY and update the STP event. I will contact the recipient first to ensure they have not finalised the…
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Where is Reckon Accounts Plus 2025?
I renewed 2024 2 months ago but still no sign of version2025 desktop version
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RAH FREEZING
Morning is there an issue? I can't do anything. Keeps freezing and going into "not responding" mode
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Year end journal from accountants
The year end journal has a line for 'accounts receivable'. When I select this I get a message that says 'transactions to accounts receivable must include a customer'. Therefore I can not process this line, how can you include a customer?
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Screen Stuck with Select Remittance Advices to Email
Hi Anyone had this problem. I have emailed my remittances and I cant close the pop up screen. Have hit refresh and it still comes back. Can't log out, Can't click cancel, cant click on the cross. Tried Alt page up, tried alt page down. Still nothing. I have noticed Reckon really slow today too. Any help would be good…
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Account has expired
When logging to Reckon Hosted on via Duck Duck Go browser I get a message that my account has expired. But using Safari or the Reckon app on iPhone or iPad no problem! Same credentials and my subscription is by direct debit monthly. I have cleared history and cookies in DDG but no difference. I previously could logon…
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Date setup in Fast Coding in Bank Data
Hi, I am finding the date setup in Fast Coding in BankData very frustrating. Firstly, it doesn't appear to let me type in a date, but just creates a dropdown to select - quite annoying when you want to put in an older date range. Also, "this financial quarter" and "last financial quarter" would be helpful as search options…
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Logo missing when printing invoices
This discussion was created from comments split from: Hiding the Reckon Accounts Hosted toolbar! ✨.