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Important Update - Reckon One invoice emails, customer passwords and more! ✨
Reckon One has received an exciting new update today which brings in a significant upgrade to invoice emails and invoice security. Check out the inclusions of this update below! 📩 Invoice PDF's are now links! The invoices you create and send to your customers from Reckon One will now be sent as a link in the email rather…
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Reconciliation of an Invoice by a loan account
Hello, We have 2 businesses. Business 1 has sold some assets to Business 2. Accountant told me I need to raise an invoice from B1 to B2 and then reconcile this invoice with a loan account which B2 will slowly pay off. What I need to end up with is an invoice that shows 'paid' and the loan showing in the balance sheet. Hope…
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Reckon One update ✨ New book creation process!
We're really excited to announce the release of our brand new Reckon One book creation process! ✨ The new book creation process has been designed to streamline the setup process and is tailored to your entity so the information you provide is relevant and specific to your business. We've added a lot more detail on what…
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Reckon One update! ✨ Bounce back emails, multi-line descriptions and more!
Reckon One has received an update today which adds a couple of highly requested features along with squashing a few annoying bugs. Check out details of the inclusions in this update below! ✨ Bounce back email notification Reckon One users will now receive a notification email when an email you've sent from Reckon One such…
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List transactions by user
How do I see all transactions for a user? Only place I have found user for a transaction is under View History.
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Reckon One - How to enter a Bill containing GST on imported goods from freight company
Hi, Am wanting to know how to enter a Bill in Reckon One from a freight company that includes GST on the imported goods. I have found posts on this question for Reckon Hosted or Reckon Accounts, but they don't assist as they are describing features that Reckon One does not have and they talk about paying GST to Customs,…
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MFA SMS Outage - Reckon Hosted & Reckon Portal [RESOLVED]
Hi All This afternoon we experienced and issue where customers were unable to receive their SMS code for MFA. I'm pleased to confirm this issue has now been resolved but may take another couple of minutes for codes to start being received. We apologise for any inconvenience this issue has caused.
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I have uploaded the Banking QIF file but unable to Import the file to my bank account.
Hi Team, I have successfully uploaded the QIF file but when I do select the Bank account to which it should be uploaded that pop-up disappears & then the next Popup option is not showing in it. I tried to change Browser, PC but still it is not being Imported. After pressing Ok here no action is coming forward like nothing…
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Reckon One - Name not printing as Received From on Tax Receipt for some customers
Have had several instances of the Contact Name on Receipt screen not appearing under Received from when Print actioned. Thought it might be related to a new customer but had it happen for an existing customer today.
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How to edit account type of Cash Management Account?
After the migration Cash Management account became under Current Liability Section. How can I transfer it under Current Asset section? Please help!!!
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Can't send Reckon Mate invites. Help file is incorrect. Here's a workaround. Proper Fix needed
This error is apparently due to a new permission called "invite", that the role 'Employee' needs to have but the default 'Employee' role does not have it and it can't be enabled by the Administrator role as the default roles (there are 6 of them) are read-only. This appears to have been a 'miss' when the new feature was…
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Additional books reckon one
I have one book in reckon one. I'd like to add a second company. It is my understanding that it is another subscription. My questions are: is the switch seamless between books? do people need different user names / emails to log time to the two books? Thanks
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Reckon one from Reckon accounts premier 2023
I currently use Reckon Accounts Premier 2023 and would like to migrate over to Reckon one am I able to transfer my previous years company transactions including wages over to Reckon One? or do I need to start over?
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Undo Reconciliation Issue
Hi I am sudhish, I have reconciled my banking till March 2024 & now I found a that a Transaction is not taken in a customer account from September 2023. so, I want to undo Reconciliation till Sep. 2023. Is there any way in which I can directly go to the Sep. 2023 reconcile file & check and save it with journal entry…
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Exporting book data
Hi, I presently use Reckon One as a shared book, and would soon like to take over the book for use only use myself. Can I continue to use the current book and remove the other party, or will I need to create a new book? If so, I will need access to all the data & transactions, so can all this data be migrated to a new book…