Conversations

Conversations 1 - 20 of 59
Photo of Jay Garland
Company Snapshot - income and expense trend
The INCOME AND EXPENSE TREND graph in the COMPANY SNAPSHOT collates all income & other income, expenses & other expenses. It would be gre...
  • Jay Garland, 4 weeks ago

  • 1 me too
  • 0 replies
  • Idea
Photo of Jay Garland
Rebuild Data on Backup
Everytime I backup my data, it REBUILDS the database first. It's only started doing this and there is no checkbox for REBUILD in the save...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Jay Garland
28 Degrees Credit Card
What is the current protocol for setting up a 28 DEGREES card? Do I use CREDIT CARD or CHEQUE or SAVING when setting this up? Does the ca...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Jay Garland
Report on INP tax code
I need to run a report that shows all transactions using a specific tax code. How do I do this?
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Jay Garland
nab online banking feed
Every month when I go to reconcile my nab credit card I have a problem. I resolve it, then the next month I have a different problem. It'...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Jay Garland
Duplicate invoice payment
A customer usually part-pays their invoices (which I can manage and process correctly in Reckon Hosted). The problem is they made two par...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Jay Garland
Bank Feeds
I've been having trouble with the bank feeds for my nab business card so I deleted the feed and created a new one (with a new YODLEE). No...
  • 1 me too
  • 3 replies
  • Problem
Photo of Jay Garland
Yodlee Error
One of my NAB credit cards (when I log into Bankdata) has the error YODLEE ERROR in the status column. When I click on the hyperlink I ge...
  • 1 me too
  • 5 replies
  • Problem
Photo of Jay Garland
Transferring between two "online" accounts
In the USA, when you move funds between two accounts that are set-up with online banking, you can check the box ONLINE FUNDS TRANSFER to ...
  • Jay Garland, 4 months ago

  • 1 me too
  • 0 replies
  • Problem
Photo of Jay Garland
Match Transactions
When I match transactions using the ONLINE BANKING function, sometimes there's one entry I need to go away and check. There's only CANCEL...
  • Jay Garland, 5 months ago

  • 1 me too
  • 0 replies
  • Idea
Photo of Jay Garland
Company Snapshot Filters
In the COMPANY SNAPSHOT pane, it list PREV YEAR INCOME COMPARISON and PREV YEAR EXPENSE COMPARISON. The figures though are for calendar y...
  • 1 me too
  • 3 replies
  • Question
Photo of Jay Garland
Undeposited Funds
I needed to transfer money from BANK ACCOUNT A to BANK ACCOUNT B and the funds sat in a holding account for a week. I don't wish to recor...
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  • 3 replies
  • Question
  • Answered
Photo of Jay Garland
referral program
Does Reckon have a referral program? I often recommend Reckon to my business associates and the other day someone asked for my referral c...
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  • 1 reply
  • Question