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customer payment applied to invoice - can not remove payment from invoice
Hi, We have received a duplicate payment from a customer. The duplicate payment has been entered via 'receive payments' and then applied to a invoice. My issue is, payment has been applied to the wrong invoice but i cannot undo the payment to the invoice to apply to the right invoice
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Can't access my records since upgrade.
Since the l upgrade email I can't access or generate invoices, can't bill, and can't access open invoices. I've lodged three support requests and spent the morning on the phone with support with no solution.
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Creating a bank account 🎥
Creating a bank account in Reckon One is really simple! This how-to video will walk you through setting up a new bank account in your book.
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Deleting a payment from an invoice 📽️
To delete a payment that has been applied to an invoice in Reckon One, you just need to perform two quick and easy steps which we've outlined the how-to video below.
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How do I send my accountant an invitation to access my book?
How do I send my accountant an invitation to access my book?
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Bank transactions disappear from bank transaction page before they have been allocated
Bank transactions disappear from bank transaction page before they have been allocated, they are in fast coding section. I prefer allocating money in & out in the bank transactions tab so how do i get this remain there until they have been allocated?
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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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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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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…