-
Quicker way to login or re-login after inactivity - add a user prefererred default for where to star
I am finding it quite annoying to have to go through three steps to login, especially as I have to do this every time I lapse due to inactivity, which in fact is EVERY time I want to enter data. I have to reload ReckonOne, submit cached login details, select SHARED WITH ME (no benefit to this as I never choose anything…
-
Single page in Reckon One Portal area rather than separate 'shared' page
Merge the Reckon One 'Subscriptions' and 'Shared with me' pages so a user can see all available books in a single area. A 'shared' book could have an arrow symbol indicator on it instead. This would avoid users assuming they could not see a shared book when it is hidden on the separate page.
-
2 books for the same entity displaying after dashboard update
This discussion was created from comments split from: Reckon One update! ✨ Your Reckon Portal dashboard has been simplified!.
-
How to download an IIF, TXT or other file type Hosted new platform
How to download an IIF, TXT or other file type from the Reckon Accounts Hosted platform using the new platform experience (My Files) You will need to login to the Hosted platform. Launch the application Click on the My Files button. Go to the Q drive/folder Navigate to the correct file you wish to download and click on it…
-
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…
-
GovConnect update - Simplified view and ability to hide STP entities 🪄
Hi everyone, Just wanted to give you a heads up that GovConnect has received an update today which has brought in some highly requested enhancements to your dashboard view. Check out the inclusions of this update below. ✨ Say goodbye to the 'Shared with Me' tab The GovConnect dashboard screen has been simplified to show…
-
GovConnect update - Simplified view and ability to hide STP entities 🪄
Hi everyone, Just wanted to give you a heads up that GovConnect has received an update today which has brought in some highly requested enhancements to your dashboard view. Check out the inclusions of this update below. ✨ Say goodbye to the 'Shared with Me' tab The GovConnect dashboard screen has been simplified to show…
-
Reckon One update! ✨ Your Reckon Portal dashboard has been simplified!
Reckon One has received a new update which streamlines the display of your dashboard screen. Check out the inclusions of today's update below. ✨ Say goodbye to the 'Shared with Me' tab The Reckon Portal dashboard has been simplified to a single view for all Reckon One books you have access to. The Shared with Me tab has…
-
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