New idea — Reckon Community

Ability to set applicable tax code at Contact (Supplier) level

DebW — Thu, 16 Apr 2026 02:51:38 +0000

When creating a Bill, Reckon prefills the Tax Code field with the set default tax code at book level. In our book, it is set as NCG as that is the most common tax code for the Bills we receive.

However, there are a small number of Suppliers that are not registered for GST or are GST exempt so their tax code in Bills needs to be NCF for example.

Problem is that with NCG prefilled it is very easy to miss changing it to NCF. If this happens, and is not picked up in time, it creates an error in the BAS.

Please could Contacts be updated so that a default tax code can be set at Supplier level.

Payroll - Total for hours colum

Natalie_9100443 — Tue, 14 Apr 2026 11:51:41 +0000

Adding a total hours calculation for employee earnings

Workflow improvement suggestion – STP and Payday Super export

1384335 — Thu, 09 Apr 2026 01:18:39 +0000

To the Reckon Accounts Product Team

I would like to suggest a workflow improvement for STP and Payday Super processing in Reckon Accounts Premier.

Currently, when completing a pay run in Single Touch Payroll Lodgements, the software allows exporting the STP JSON file directly from the pay event screen. However, after exporting, the window closes and users must then manually navigate to Super Data Report, select dates, and export the SAFF file separately.

This creates unnecessary duplication and increases the risk of errors, particularly under the new Payday Super requirements where super must be paid for each individual pay run.

The pay event screen already contains:

Pay run date
Employee selection
Gross totals
STP event data
Payroll context for that specific run

It would be far more efficient if:

The Single Touch Payroll Lodgements window remained open after exporting the STP JSON file.
The Super Export button generated a SAFF file for that specific pay run date automatically, without opening the Super Data Report or requiring manual date selection.
The SAFF export used the same pay date already shown in the STP event (e.g. 09/04/2026).
Optionally, Reckon could also:
- Mark the pay run as “Super Exported”
- Prevent duplicate exports
- Provide a combined “STP + Super Export” button for Payday Super workflows

This would align Reckon with the upcoming Payday Super requirements and significantly reduce the risk of:

exporting incorrect date ranges
duplicate super submissions
missing contributions
reconciliation discrepancies

The current process requires users to manually recreate the pay run using date filters, which is both inefficient and prone to error.

A direct SAFF export from the pay event screen would streamline the workflow:

Process Payroll → Export STP → Export SAFF → Pay Super

This would make Reckon far more practical for businesses processing payroll weekly under Payday Super.

Warm regards

Robert Frischke

Ability to use Custom Fields as Columns in Reports for Reckon One

Datarec — Fri, 10 Apr 2026 05:34:38 +0000

Currently in Reckon One there is the feature that allows for the creation of "Custom Fields" for company, customer, invoice and items.

Record extra information with custom fields in Reckon One - Reckon Help and Support Centre

However, those custom fields are not exposed or able to be used in Reports.

In Reckon Accounts, a custom field can be added to an Invoice and that custom field can then be used in reports.

In the example below a custom field called "Sales Person" has been added to a Customer record.

An invoice template can also be modified to show that custom field.

A report can be modified so that the custom field is added as a visible column.

This then allows that modified report to show that column and have the value displayed.

That report can also be modified and filtered to display only transactions that contain a specific value in that custom field.

It would be very useful to be able to make use of the existing Custom Fields feature of Reckon One and have it be available in Reports.

Reckon One is able to have custom fields in Invoices.

Then in a report such Customer Transactions it would be good to be able to enable a column for that custom field.

Ability to customise payslip email message

Eric Murphy — Thu, 03 Apr 2025 23:52:17 +0000

Following advice on my other post, I'm adding an idea request to be able to customise the message body on payslip emails.

Right now there's a setting for it under Email Settings but it doesn't work on the new payroll.

I'd like to add some additional information and make the email more specific to the business.

Thanks for your consideration.

Allow the admin to mark broadcast messages as read for everyone

TrevorWatson — Mon, 13 Apr 2026 02:58:46 +0000

I like the idea of the broadcast messages can we have an option for the admin to mark them as read for everyone though

Total on SuperStream Page

advisory — Thu, 08 Aug 2024 08:21:00 +0000

At the moment the total on the SuperStream page only shows the total per employee but not the total superannuation that exists in the batch. Simple, but useful.

Merged: Grand Total for all employees in SUPER STREAM batch

Stokesco — Wed, 01 Apr 2026 10:47:07 +0000

This discussion has been merged.

Management Reports (reporting packs)

Abbey_P — Fri, 27 Mar 2026 02:56:16 +0000

The ability to run a Management Report would allow you to combine multiple key reports - such as the Profit & Loss, Balance Sheet, and Statement of Cash Flows (not currently available in Reckon One) - into a single packaged document. It could also include sections for sign‑offs, notes, and even an accountant’s declaration, providing a more complete and professional automated reporting bundle.

Audit trail button on Create Invoices screen

accounts.wrproducts — Mon, 15 Sep 2025 02:27:10 +0000

It would be helpful if the Create Invoices screen included an Audit Trail button that showed all the changes and amendments made to the invoice. Currently, the only way to view changes to an invoice is to run a custom Audit Trail report which is quite time consuming.

Save a backup or Restore to a previous state

Jason Zhu — Wed, 25 Mar 2026 03:24:17 +0000

In Reckon Accounts Desktop and Hosted, you can save a backup copy and restore it if something goes wrong. This makes it easy to go back to a point where everything was working fine.

Reckon One doesn’t have anything like this at the moment. Having a way to save backups or create restore points would be really useful, especially if a big mistake is made. It could save a lot of time and effort fixing things.

Even though Reckon One doesn’t use files like Reckon Accounts, having some kind of backup or save point area would be a useful feature.

Ability to Duplicate more transaction types

Linda ABC — Fri, 13 Mar 2026 04:10:58 +0000

Currently we can Duplicate an invoice or a bill - great! But could we please also have the ability to duplicate a Receive Money or Make A Payment transaction too? Thank you!

Estimates - make them customisable (like Invoices)

bmistry — Tue, 26 Aug 2025 05:52:42 +0000

Sometimes, we have to write descriptions of various scope of works in estimate. Currently there is no provision in current template for estimates.

It would be good to emulate what is available in the new invoice experience where it allows you to add text-only rows.

Merged: Estimates - make them customisable (like Invoices)

lj278 — Tue, 24 Mar 2026 07:06:11 +0000

This discussion has been merged.

attach via the links button a copy of the original supplier invoice

Leeanne Williamson — Thu, 03 Apr 2025 02:55:09 +0000

When you have entered a bill, I want to be able to attached an original copy of the suppliers invoice to the links button so I can open the link and see their invoice against our Reckon entry.

This feature would be so beneficial to our business and accounts team.

Call me on 0421059517 if you don't understand what I mean.