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Make Payment doubled
I needed to amend a previously paid bill, so I unlinked the original payment. After making the necessary edits, I reprocessed the payment. I have now noticed that two similar entries for the same transaction appear in the “Make Payment” list. I reviewed the trial balance and noted that the cash in bank account has been…
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fees on rental sales receipt
I have a client who has a number or rental properties. Some direct pay and others are through an agent. The ones that the agents handle are direct deposited to their bank and a statement comes from the agent with income and costs such as fees and any charges deducted. When I used the old reckon accounts I did a sales…
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#TipTuesday - Initial YTD in payroll reports! 📄
This week's #TipTuesday is a super handy one that we've received a lot of feedback on for a little while.. The ability to include employee initial YTD balances in all relevant payroll reports! Why adding initial YTD balances to your payroll report is useful This allows you to get a more complete picture in terms of…
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Yodlee limited transaction import
Hello I have just connected my bank accounts via yodlee, and I note that the connection has only imported transactions until Sept 2025, where I do require transactions for all of 2025 calendar year. Is there a reason for the limited import? can I customise an import date range ? do I have to manually import transactions…
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How to invoice a Third Party Customer - Insurance Company
My client is a mechanic shop providing service & repair work, including clients claiming through insurance companies. The insurance companies' claim process includes the following: 1 - Created Vehicle owner account, including vehicle details; 2 - R&R quote to their insurance company, often a subsidiary company, eg GIO…
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Tax Liability for GST paid to Customs on imported goods.
Has anyone experience with separating out the GST paid to Customs on imported goods so I can report it separately on our GST Return. I usually just run the Tax Liability report monthly and complete our paper return, however we now import goods (not for resale) for which we pay GST, the monthly GST value needs to be…
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Employee Status Probation
Hiya, We have a 3 month probation period for all new employees, I would like to set up a system workaround to show their Employment Status as Probation rather than the generic Full Time, Part Time, Casual. I would like to include the start and end date of the probation period and be able to run a report so I can readily…
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Issues with holiday and personal leave
Once again I am having problems with Reckon holiday and personal leave. I have manually input the correct available hours into each employee, with the correct YTD Used hours. This does not hold, I have 2 that are correct, the others are not calculating. EG : One employee Actual YTD Holiday used is 15.66 Reckon has 31.32…
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Bank Reconciliation
Hello, When we go to do a bank reconciliation for two of our bank accounts, several transactions that have already been reconciled show up with the transactions that have yet to be reconciled. When we print off the reconciliation report, these transactions show up as uncleared transactions. Would anyone be able to tell me…
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Merged: Supplier Terms
This discussion has been merged.
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Slow Response & trying to log in issues also
Hi, Over the last few days I have had issues logging in to the point where it just hangs or keeps asking for my log in information (the only way I can usually solve that is to clear my cache however I shouldn't have to do this every day) another thing I am noticing is the system is getting slower every day? are you guys…
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Keyboard on Ipad
I have always used a 3 finger tap on the iPad to open the keyboard, that is no longer working. I often need to use Safari on iPad I have just found the Open Keyboard command in the new FnKeys tab on the top toolbar
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estimate/sales order extra column for stock on hand
Is there a way to create an estimate and or sales order template that has a column to show what stock we currently have on hand? We are wanting to identify what stock we have on hand or if we need to order more when creating estimates and or sales orders.
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New Invoices - Payment of zero value
Hi, Under the old Invoices module we could have an Invoice of zero value and Make Payment resulting in the Invoice being Paid. We used this for a particular purpose (even though having zero value might not make sense in general). Under the new Invoice module it does not allow Record Payment when the Amount is zero as far…
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Thank you for the feedback in 2025!
2025 has been such a big year at Reckon! We’ve sought customer feedback every step of the way when making improvements in Reckon One. Our biggest focus this year has been Invoices - we recognise just how important it is for you to get cash flow into your business. Keep on reading to hear how we heard from hundreds of our…