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Catolague and in store specials
Our store has seasonal catalogue specials and in store specials that happen throughout the year. It would be so helpful to be able to go to item list and chose an item and then set dates ( Start & Finish ) also including the special price that would automatically change.
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Adding comments to overdue invoices
Hi all - I would like to be able to put comments in overdue invoices as to what action has been taken to get them paid ie copy sent, email sent. Then I would like a report (collections report?) that would show all outstanding invoices with these comments next to them. I used to be able to do this in a program (Vantage) the…
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Need help with MFA code
This discussion was created from comments split from: MutiFactor Authentication Code.
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How to delete 4 pages of unallocated bank transactions quickly
I had to manually upload bank transactions when bank connection wasn't working. Once I have allocated all trans and reconciled. Bank feed starts to feed all the dups into bank transactions section again. Please let me know a way to quickly delete 400 transactions instead of deleting one by one. Thanks!!
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Ability to find Links that are not attached to an external file or document
I would love to have a way that I can generate say a report that shows which Links have not been attached to an external document. As a user working from home, and the business I am working for is trying to reduce the use of paper, we are using the links feature as a means to achieve this. I am finding that some of the…
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Scheduled Maintenance - Reckon Accounts Hosted (31 March 2025)
Hi everyone, Apologies for the short notice, however we wanted to give you a heads up that we will be performing maintenance on Reckon Accounts Hosted this evening. We have been looking into reports from a small number of Reckon Accounts Hosted users who are encountering a -6000,-83 error message when opening company…
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Our son is taking over our business but starting his own company file. How do we migrate the file.
Good afternoon, Our son will be taking over the business and has been advised to create a company file in his own name (as expected). He will be using Reckon Hosted, just like we currently do. I’d like to know the simplest way to transfer all the data from our existing file to his—this includes the chart of accounts,…
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Open Purchase Order Detail
Hi everyone, I am looking for Open Purchase Order Detail report with information such as PO Number, Order Date, Supplier Name, Order Quantity, Received Qty, Unit Cost, Job Number (If applicable). I've tried the Open PO report, however it displays only the summary and not the details. Modifying the report to display item…
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#TipTuesday - Understanding the Audit Trail in Reckon Accounts
Good Morning everyone!! For today's #TipTuesday, I want to share a feature I recently learned about in one of my customer interactions: the Audit Trail feature in Reckon Accounts Desktop and Reckon Accounts Hosted. The audit trail automatically tracks all the additions, deletions, and modifications made to transactions in…
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Invoice reminders email vs reminder statement
Hi Reckon team I've watched your video on invoice reminders in Reckon one but am confused on what criteria needs to be satisfied for a reminder statement to be sent vs a reminder email? The video mentions that it requires 5 unpaid invoices on a given day, does that mean all of those invoices need to be due on the same day?
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Duplicated payruns appearing in reports but not payroll.
I've just found an issue with 3 duplicated payruns when my PAYG & super reports (in Reports) wouldn't reconcile. I've spent the morning going backwards to check where my mistake is but have realised it must be a system issue. The 3 x duplicate payruns appear in journals and financial reports but not in the Payroll system…
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Moved: The register does not have the category field
This discussion has been moved.
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Templets Folder (Not Letters Templets)
Hi l wondering if someone can help me? I am looking for where Reckon Accounts Premier Edition 2024, saves the invoice templates. Because l am setting up another company and don't want to design another invoice through Templates. There must be a folder on Windows where the invoice templates are kept. any help would be…
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🛠️ Scheduled Maintenance - Reckon Accounts Hosted (29 March 2025)
Hi everyone! Reckon Accounts Hosted will be undergoing a short period of planned maintenance late on Saturday night, 29 March 2025. Maintenance will commence late Saturday night/Sunday morning between: 10:00PM to 2:00AM (AEDT) Saturday 29 March 2025 12:00AM to 4:00AM (NZDT) Sunday 30 March 2025 ⚠ IMPORTANT ⚠ This…
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Reckon Community Rewards Roundup! February 2025! 🏆
February is firmly in the rear view mirror and unfortunately, it looks like summer has gone with it 😟. But the good news is, with the start of a new month we've got another opportunity to reward our Community members! February 2025's $100 gift card winner is.. February was an incredibly close month with only a handful of…