RECKON ONE - Getting started with your book

Rav
Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager
edited August 2020 in Reckon One
Before you jump in to Reckon One, you will need to configure your Reckon One book.
 This video will take you through the easy steps to fully configure your Reckon One book exactly as you need through the new Reckon Portal.


https://www.youtube.com/watch?v=86Fv0FYHuGI


ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

Comments

  • Hannah_9545641
    Hannah_9545641 Member Posts: 3
    edited March 2018
    Hi Rav,

    Just a suggestion for a possible update to this video.

    It would be helpful if this video mentioned that it is recommended to set your book start date as the first day of the previous financial year and not the current one.

    I set my book with the first day of my current financial year and now I am unable to enter any past transactions that effect my current financial year.
    Other softwares allow you to enter historical sales and purchases that are prior to your start date in order to match the accounts receivable and payable opening balances and I did not know that Reckon One did not have this option until later. It would also be helpful if the information hover pop-up mentioned this as well during the set up process.

    Just a suggestion,

    Hannah
  • Rav
    Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager
    edited March 2018
    Hi accountingfan,

    Good to have you on board!

    We've got a whole bunch of Reckon One How-To videos which can help you through a number of tasks, check out the full playlist on the Reckon YouTube channel HERE or on the Community area here


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.