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Hosted crashing on inventory list
Hi Reckon team Every time I try to check a previous inventory transaction it's crashing my file. The file has been upgraded to 2025 and I have to go through the process of logging in again which is becoming very annoying, very fast. Appreciate any assistance.
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Reckon Hosted bank feeds
After a monumental struggle, (and assistance from Reckon Support), we finally managed to establish a bank feed, with transactions in the feed dating from 16th July. However, I coded just one entry as a "trial", only to get an error message: "Error connecting to Reckon Accounts. E03. Failed to access the company file using…
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Duplicated 2FA
Somehow I've managed to set the same entity up for authentication under both of my email addresses. Is there a way to either delete one of the duplications, or to amalgamate them?
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OVERPAID A SUPPLIER'S BILL
Hi Team, I guess there's a first time for everything but I accidently overpaid a supplier bill and need some assistance in how to rectify this RAH. The supplier will use the overpayment as a credit for me to use on the next bill but how do I apply the payment I made to the current bill and what do I do with the extra…
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I cannot sign in Reckon Customer Portal with my Microsoft account.
Hi All, Is there anyone can help me to solve the sign in issue? I can not sign in with my Microsoft account. How can I change to a normal email account without any lose of my data history? Thanks.
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Logo image appearing too large on printed invoice after upgrade
This discussion was created from comments split from: Missing logo image on printed invoices after upgrading 🖼️🖨️.
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Credit Adjustment Notes
How do I personalise the template for Credit Adjustment Note? There is mention online to add logo etc, but I can't find how to personalise the template. I can find how to select between the two default templates and am happy to use one of those, just need to tweak it and add a logo. TIA
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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! https://reckon-1.wistia.com/medias/oqy0ttlmdr
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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:…