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Extract an allowance for FBT reporting
Hello I am struggling to find how to achieve a report from Reckon Payroll for the following; I am trying to run a report for the FBT reporting period 01.04.2024 to 31.03.25 for the allowance indicated in the below payslip, for about 30 employees for the 12 month FBT period. This allowance reports in the 'Tax Free…
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Unable to Open Two Company Files Simultaneously Since Platform Update
Hi, Since the new Reckon platform was launched, I’ve noticed that I can no longer open two company files at the same time. This is a feature I relied on regularly, as I need to enter data in two different company files side by side. Is there a workaround or update planned to restore this functionality? Thanks in advance…
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Estimates not showing full billing address
Trying to send out some quotes however the billing address is not showing when I preview the estimate. All customer details have been entered under billing address and the template being used has the billing address selected to show in the header. The customer name shows but no address details
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Importing General Journal in Account Hosted 2021
is it possible to import journal from excel to reckon hosted? Thank you.
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Switching Payroll from QuickBooks to Reckon One – Do I Need to Migrate Data?
I have a client who’s been using QuickBooks for payroll from July 1, 2024, to December 31, 2024 but the previous accountant made some mistakes. Now they want us to take over and correct their payroll reporting using Reckon One. Do I need to migrate all the payroll data from QuickBooks to Reckon One, or can I just create…
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Applying supplier refund for insurance cancelled
Hi, Can you please advise how to enter an refund for an insurance policy that has been cancelled so I can record GST on the refund Thank you
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Stock return, credit request Reckon Hosted
Hello brains trust 🌞 Has Reckon Hosted introduced a feature yet where we can process a stock return with credit REQUEST. It would be great if there is a way to track open stock return/credit requests like you can track open PO's. We have trailed using a PO to track this and then voiding that PO once the credit has been…
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Reckon Payroll not accruing annual or personal leave.
Hi Just enquiring if anyone has come across an issue of reckon payroll not accruing annual and personal leave even though its set up correctly in the employee profile ? Thanks Renee
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Export super details direct
Is it a Saff file that has to be exported and what are the steps please?
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File ----> Send Forms
Morning all, We are having major issues with invoices not being sent under the File —> Send Forms option. We send out approximately 2,500+ memorised transaction about the end of the month. This is always done in single user mode, and with the option Display each mail before sending option turned off. We send them in…
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New Reckon Accounts Hosted printing page not loading for EOM Statements run
Logging into Reckon Accounts Hosted this morning, we were launched to the new updated version. I've attempted to start the End of Month process to create customer statements and have found the usual print screen no longer springboards to open a new tab with the list of statements for viewing prior to printing off. In fact,…
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Copy Paste no longer works
Hello All, Since Reckon moved to the "new platform, "the Ctrl C from another program then Ctrl V into Reckon no longer works for us. For example, Ctrl C of a customer's Purchase Order number from our job management program to Ctrl V into the Purchase Order number field in the Reckon Invoice no longer works. It will not…
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Transaction Listing by GL Code
Hi, what is the best supplier transaction report to check correct data entry. I would like the report to be sorted by : GL Account Name Eg. Repairs & Mtnce GL 4307 Date, Supplier Name, Tax ( NCG, NCF etc) , GST Amount , Amount Many thanks
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I couldn't amend long service leave setting
Accrual Rate remains 0 after saved. it should be 0.01667
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Payment Received in Customer Centre
Hi All, we have just switched to Reckon Accounts Hosted from Reckon Accounts Plus and i noticed that we can no longer see payments received as individual lines on a customers account. It used to have Tax Invoice 1234 for the amount invoiced and once we received a payment it would be the line or two above "Payment invoice…