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Migrating away from Reckon Acct Premier - Desktop
Hello everyone This year the business I work with has made a decision to invest in a whole new accounting system for our business. We have been using Reckon for 20+ years. Is there a way that I can keep my history without having to pay for reckon subscription for the next 5-7 years? (needing to keep tax history for tax…
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Update/modernize Bank Accounts widget on dashboard
I find that the way bank accounts are shown on the main dashboard is somewhat clunky. I'd love to see another option offered where bank account balances are displayed as a stacked graph, showing the last 6 months or so (… or make the timeline configurable). When hovering with the mouse over a bar, details of the balances…
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Journal templates
I'd love to have the ability to configure journal templates for periodically repeating entries. Right now as a workaround I select an older journal entry and duplicate it. This can be error prone if you forget to actually click the duplicate but, as you'll end up modifying the old entry… The templates should then be…
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Tax - BAS
I am required to pay PAYGW tax monthly and GST quarterly. It would be good if there was an IAS option as well as the BAS option under Tax. Would mean BAS does not include 3 months of PAYGW and only the current months. Would save on manual calculation. Especially if Reckon One does eventually incorporate lodgement directly…
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Taxable Payment Report on Reckon Account Premier - Desktop
For many years I have been lodging a TPAR through my accountant. I simply created the file Supplier/Tax Activities/Process taxable payments and saved file in whichever format it was generated. This is then lodged via ATO portal. However, this year, the ATO portal simple says the "File Type is not supported." I have never…
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Dropouts
Is anyone else dealing with frequent dropouts? I typically spend 2–3 hours online twice a day for work, and I jump in and out of RAH throughout. But almost every time I return, I’m forced to log back in again. It’s becoming really frustrating. Is there a fix for this, or could it be something on my end—maybe a setting I…
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Updating Tax tables
From 24 September 2025, the Study and Training Support Loan (STSL) threshold will increase and STSL withholding rates will change. Will Reckon update these settings automatically, or is any action required from users (e.g., updating tax tables or payroll settings)?
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Custom data field not appearing on invoice
I saw your update on custom data fields and I've created a couple but they're not appearing on my invoice. How do I get it to appear?
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Adding more information to invoice header
Hi, I am using Reckon one, and I need to add my contractors licence number to invoices and estimates, that I print or email, but there isn't a field where I can enter these details, I have sort of got around the problem for the moment by adding my licence number onto the end of my company name, but I would much prefer the…
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invoice licence number
Industry licence numbers on invoices
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adding custom fields to customer and Supplier Info
Hi I am new to Reckon. I trying to find ways to add custom field (eg Customer ID, Customer Industry Code etc) to enable me to report, add information when sending invoice etc. My search in knowledge base gives conflicting answers. Can some provide help?
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Downloading a Read Only Version of Reckon Hosted
We have migrated to a different invoicing program but need to refer back to our history in Reckon as it is quite extensive. I have followed all the steps online on how to download a read only file of Reckon Hosted and my computer has downloaded something, but when I open up the Reckon Accounts Enterprise Icon on my desktop…
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Employee with No File Number
We have started a new employee who is in the process of getting his TFN. I have taken the correct tax accordingly but am unable to upload into the STP. Previously you could type in 111111111 & it would accept it . But it will not. Am I able to upload all the other employees in the payroll to STP ?
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Is it possible to have a separate terms list for customers and suppliers?
Hello, is it possible to have a separate terms list for customers and suppliers? We have terms set up for suppliers which we do not want to use for customers. However they do sometimes get used as they are available. For example, in suppliers we used 7 days, 21 days, 30 days. But in customers we only want to use COD and 30…
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Search function in names list
Hello, is it possible to create a search function in Reckon desktop? On occasion we have known the customer name but can't recall their company name. Is there a way of searching the system to call up the name from the customer information details that are in the system? Same thing occasionally occurs with Suppliers. Thanks…