Reckon One bank reconciliation UPGRADE!

We are excited to announce a much-anticipated update to our bank reconciliation process that's launching TOMORROW! 
We've listened to your feedback and implemented a new layout that will make it easier and more intuitive to ensure all the transactions on your bank statement are in Reckon One, and vice versa.

Here's a summary of the key changes:

• IMPROVED RECKON ONE TRANSACTIONS SCREENS

This screen now includes an account balance and a running balance, so you can easily match transactions against your bank statement at a glance.

• TRANSACTION STATUSES

Three new transaction statuses - Uncleared, Cleared and Reconciled are introduced to Reckon One transactions to make the process more intuitive.

• NEW RECONCILIATION PROCESS

We've simplified the reconciliation screen and added a Reconciliation Summary that displays the difference between your bank balance and bank account in Reckon One. Once your difference is $0.00, you're ready to finish reconciling for that period.

• IMPROVED LAYOUT

We've added a new top menu and an additional side menu, so you can access everything you need in a click.


For a full list of changes and detailed information on the update please visit the Reckon One help site and our new Reckon One bank reconciliation help video below.




https://www.youtube.com/watch?v=es2L2IBc2Lg