RECKON ONE - COMPANY & ADVISOR INFORMATION

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  • Question
  • Updated 5 months ago
I am new to Reckon One.  In ReckonGovConnect under Company & Advisor Information I cannot see the contact name and address of my company.  But I can see those information in my Profile and in Settings and General Settings.  Can anyone tell me where I can update those information so that the Company & Advisor information can reflect this?


Albert
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Albert Choy

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Posted 5 months ago

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John G, Information Support Analyst

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Welcome to the Reckon Community Albert,

The Company name in Company & Advisor Information is populated from the ABN Lookup website.  the other information is derived from the Legal Name and Address fields inside your programme.  In Reckon One go to Settings > General Book Settings, and ensure your correct details are added in the Legal name and address fields and tabs.

regards,
John.
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Albert Choy

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Thanks John.  I checked up my ABN lookup and the address is there.  Under the General Book Settings I also have the correct Legal name and address.  Just wonder why "Company & Advisor Info" has no address and only part of my contact name?


Kind Regards


Albert

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John G, Information Support Analyst

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Thanks Albert,

the Name and address details should update when you do the next STP upload from Reckon One.  If it does not press F5 to refresh the screen to show the latest available information.


regards,
John.
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Albert Choy

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Hi John


I just rechecked my legal address & physical address in Book Settings and the contact name in Reckon One as all correct.  On relaunching STP the "Company & Advisor Info" still has no address and only part of my name!

Kind Regards


Albert
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Simon Hutchinson, Employee

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Hi Albert

Please do a hard refresh of your browser with Shift + F5 on the company and adviser info screen, it should then appear

Thanks
Simon

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Albert Choy

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Hi Simon


I just refreshed my browser and did a Shift F5 the company and advisor info did not change-no address and only part of the name.

Kind Regards


Albert