Reckon One bank reconciliation UPGRADE!

  • 1
  • Announcement
  • Updated 2 weeks ago


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.



Photo of Rav

Rav, Community Manager

  • 64,528 Points 50k badge 2x thumb
  • Excited

Posted 2 weeks ago

  • 1

There are no replies.

This conversation is no longer open for comments or replies.