-
#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…
-
#TipTuesday - How to reauthenticate your bank feed? 🏦🔒
Looking to enhance your Bank Feed Management skills? Bank feeds save you time by automatically sending your transactions to your accounting software. This means you spend less time on reconciliation and more time growing your business. The data sent is highly secure, and you can stop the feed anytime through your bank or…
-
#TipTuesday - Processing a payment for invoices issued to multiple clients 💵📄
How do I process a payment from a 3rd party that is payment for invoices issued to a number of my clients Today's #TipTuesday puts a spotlight on a situation encountered with NDIS clients, where you provide goods and services to a number of NDIS patients, and receive payment from the NDIS Plan Manager. The one payment you…
-
#TipTuesday - The underrated 'Retrieve-Last' feature for your bank transactions💲
Hello everyone! Have you ever wondered what the Bankdata-Retrieve last in the Book Setting is for? Bankdata-Retrieve last probably one of the underrated features in Reckon One. The "BankData - Retrieve Last [X] Days" option lets you choose how many days' worth of bank transactions you want to pull into your Reckon One…
-
#TipTuesday - Useful info when working with Personal Plus or Home & Business 💁
For this week's #TipTuesday I've put together a couple of important tips when you're working with Personal Plus and/or Home & Business. 📁 Using your data file Never work in, or use your data file that you created in OneDrive, Google Drive or any cloud based storage. Make sure your data file is situated in the top of the…
-
#TipTuesday - Do you see Review Details on super when creating a pay run? Here's why!
Heyo everyone! Its Tuesday so you know what that means… its #TipTuesday! Are you creating pay runs in Reckon One but wondering why you're seeing the ⚠️ Review Details warning on superannuation and/or salary sacrifice balances? There's a really simple reason for it, and its related to using the system generated Default…
-
#TipTuesday - What's in an STP submission? 💻
Hey everyone! Welcome to the final #TipTuesday of 2024! Can you believe how quick time has just flown by! Today we're going to explore STP submissions in a little more detail including some important things to understand when it comes to prefill data for BAS. What is sent in an STP submission? Since the introduction of STP…
-
#TipTuesday - Which Reckon software are you using? 💻
Hey everyone! Its a little late but it's still Tuesday and our weekly #TipTuesday series is back! Today's tip is just a quick little reminder about selecting the correct Reckon software category when creating a post here on the Community. Why? Each Reckon software has different features, so selecting the right category…
-
#TipTuesday - A Picture Paints A Thousand Words
Today's tip is inspired by @Rav first of his name, manager of community and all-round helpful guy. You may have read his earlier post about How to ask a good question on the Reckon Community 🙋♂️ — Reckon Community Or another classic gem, How do I add an image or screenshot to my discussion? — Reckon Community Well just in…
-
#TipTuesday – Revoking MFA and passwords for staff leaving employment
Happy Tuesday everyone. My name is Robyn Kelly, I have been a Reckon Accredited Partner for 24 years and a BAS Agent for 13 years, since it's inception. I have recently come across small businesses needing to revoke MFA's for staff who have left employment. My Tip for this Tuesday is to make sure you have processes in…
-
#TipTuesday - Easy ways to activate Reckon Accounts ✅
It’s important to activate the software to ensure the software runs smoothly. Activation is a process that verifies your software license and allows you to use all of Reckon Accounts features. Without activating the software it could operate in a limited mode, or it could stop working after a certain period. In this guide,…
-
#TipTuesday - Reckon Accounts Hosted - Top Troubleshooting Tips 🛠️
Greetings everyone! Stay a while and listen. Today's #TipTuesday is all about the top tips we have around troubleshooting to make your experience with Reckon Accounts Hosted as smooth as possible. Having been around for 6+ years in the Senior Technical Support role has given me a range of tips I can share for almost every…
-
#TipTuesday - Are you using payroll with Reckon One? 📢 Don't miss important info & updates!
Its Tuesday which means we've got another tip and this week, its for our awesome Reckon One users! 🎉 If you're using payroll with Reckon One, don't miss out on receiving announcements about updates and other important news for Reckon Payroll! Its really easy to stay updated on the Reckon Community, simply ensure you've…
-
#TipTuesday - Checking leave balances on the fly! 🌴👀
Welcome to the another #TipTuesday everyone! Have you ever wanted to check an employee's leave balances when creating a pay run? You can do this directly from within a pay run without the need to hop out and view the employee's profile for their leave balances. When creating a pay run, you'll see an option to View and Edit…
-
#TipTuesday - How to fix the 'You don’t have permission to access Reckon Payroll' error?
Running into errors while trying to stay on top of your payroll submissions can be frustrating. If you are encountering a You don’t have permission to access Reckon Payroll error while trying to use Reckon Payroll that can be frustrating, especially when you’re trying to stay on top of your payroll submissions.…