Whats New - Reckon Accounts Hosted 2021 - NZ

New Features/Enhancements

Reckon Accounts 2021 R1 contains exciting new features and enhancements requested by our customers.

Email - Special tags

Special tags can be used in emails which will be replaced by the relevant information when the email is sent.

Available tags are:

  • <Due-Date> - Due date of the transaction
  • <Transaction-Number> - Transaction Number
  • <Transaction-Total> - Transaction total
  • <Company-Name> - Company file’s Company Name
  • <Company-Telephone> - Company file’s Telephone Number
  • <Company-Fax> - Company file’s Fax Number
  • <Company-Email> - Company file’s Email address
  • <Company-Tax-Rego-Id> - Company file’s Tax Rego Id
  • <Company-Secondary-Id> - Company file’s Secondary Id
  • <Name-First-Last> - Customer/Supplier/Employee First and Last name separated by space
  • <Name-Last-First> - Customer/Supplier/Employee Last and First name separated by space
  • <Name-First> - Customer/Supplier/Employee First name
  • <Name-Last> - Customer/Supplier/Employee Last name
  • <Name-Company> - Customer/Supplier Company name
  • <Name-Contact> - Customer/Supplier Contact name
  • <Name-Email> - Customer/Supplier/Employee Email address
  • <PO-Number> - the PO text field from the Invoice screen. It’s not a dynamic field but a free text field available in an Invoice template
  • <Project> - The Job Name of Customer: Job

Tag

Invoice

Estimate

Statements

Sales Order

Sales Receipt

Adjustment Note

Purchase Order

Reports

Pay Slips

Payment Summary

Remittance Advice

Super Report Email

Payment Receipt

<Due-Date>

Y

Y

N

Y

Y

Y

Y

N

N

N

N

N

N

<Transaction-Number>

Y

Y

N

Y

Y

Y

Y

N

N

N

N

N

Y - Ref No.

<Transaction-Total>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

N

N

Y

<Company-Name>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Company-Telephone>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Company-Fax>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Company-Email>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Company-Tax-Rego-Id>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Company-Secondary-Id>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Name-First-Last>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Name-Last-First>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Name-First>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Name-Last>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<Name-Company>

Y

Y

Y

Y

Y

Y

Y

N

N

N

Y

N

Y

<Name-Contact>

Y

Y

Y

Y

Y

Y

Y

N

N

N

Y

N

Y

<Name-Email>

Y

Y

Y

Y

Y

Y

Y

N

Y

Y

Y

N

Y

<PO-Number>

Y

Y

N

Y

N

Y

N

N

N

N

N

N

N

<Project>

 Y

Y

Y

Y

Y

Y

N

N

N

N

N

N

N

HTML support for emails in Accounts Hosted

You can now enhance your emails such as marking your text as bold or even adding an image.

Examples

Here are some examples to get you started:

Image

Add an image by adding this block: <img src="URL of the image">, for example: <img src="https://www.google.com.au/images/branding/googlelogo/1x/googlelogo_color_272x92dp.png">

Bold text

Add <b> at the beginning of the text, and </b> at the end of the text. For example, <b>I am sample bold text</b>

Italic text

Add <i> at the beginning of the text, and </i> at the end of the text. For example, <i>I am sample italic text</i>

Paragraph

Add <p> at the beginning of the paragraph, and </p> at the end of the paragraph. For example, <p>I am a paragraph. Adding these tags helps keep my sentences together.</p>

Single line break

Add <br> to a new line in the body of your email to insert a single line break. For example, add one (or more) of these before your email signature. Note that <br> is an open tag, meaning it has no end tag. We automatically add <br> to the new lines found in the email template body, even if you don't add this tag.

You can learn more about HTML tags from: https://www.w3schools.com/html/html_formatting.asp.

There are also HTML converters available online. Search for "Text to HTML converter" and you can paste the converted HTML text in the Send Form template body.

A "Between" option added to the Amount filter

You can now add a range of amounts when searching for transactions in both the Find and Reports areas of Reckon Accounts.

Find

You can find this option from: Edit > Find > Advanced > Amount

Reports

You can find this option from: Modify Report... > Filters > Advanced > Amount.

Please note that the filter applies to the transaction amount, not on the Amount/Total shown in a Report.

Add Totals to the Qty column in Reports

The Total row of the Qty column will now show in the supported Reports. This will help users understand more about their stocks

Supported Reports

Report Name

Sales by Customer Detail

Sales by Item Summary

Sales by Item Detail

Sales by Rep Detail

Open Purchase Orders by Job

Purchases by Supplier Detail

Purchases by Item Summary

Purchases by Item Detail

Open Purchase Orders by Job

Gross Margin by Inventory Item (available under Retail Edition)

Sales by Product (available under Manufacturing & Wholesale Edition)

Row colour changes as you select a transaction in the Reconcile window

In the Reconcile window, when you select a transaction from Cheques and Payments and Deposits and Other Credits tables, the row colour will now change to make the reconciliation easier for you to process.

Compliance update - NZ

Payday filing v2

Reckon Accounts 2021 contains the Payday filing v2 changes for the New/Departed Employees and Employment Information to file Payday to the Inland Revenue.

Payday filing v2 is mandatory from 1 April 2021. Users will need to upgrade to Reckon Accounts Hosted 2021 to be able to file the New/Departed Employees and Employment Information to the Inland Revenue from 1 April 2021.
You can learn more about Payday filing v2 here.

The e-file checker has been updated to support the Payday export v2 so that you can review the data before you file the employee data.

Changes to the Super window

You are now required to provide more information for an employee's Kiwisaver to file New/Departed Employees.

KiwiSaver eligibility

KiwiSaver eligibility is required for the New/Departed Employees. The available options for the KiwiSaver eligibility are:

  1. NE - New Employee
  2. EE - Existing Employee opt-in
  3. EA - Existing Employee Auto-enrol KiwiSaver

KiwiSaver status

A KiwiSaver status is required for the New/Departed Employees. The available options for the KiwiSaver status are:

  1. AE - Auto-enrol
  2. AK - Active KS member
  3. OK - Opting into KiwiSaver
  4. NK - Not eligible for KS
  5. CT - Casual/temporary employee

Late opt-out reason

A late opt-out reason is required when the employee opted-out 56 days from their employment date (hire date in Reckon Accounts).

The available options for the late opt-out reason are:

  1. INFO - Employer did not provide a KiwiSaver information pack within seven days of starting employment.
  2. IRIS - IR didn’t send an investment statement upon allocation to a default scheme.
  3. ERIS - Employer didn’t provide an investment statement (for the employer chosen KiwiSaver scheme).
  4. EVNT - Events outside of control meant the opt-out application was unable to be submitted within the eight-week time limit.
  5. CRIT - Did not meet the criteria to join KiwiSaver (see Employee information pack (KS3) for criteria).
  6. INER - Incorrectly enrolled under the age of 18.
  7. OTHR - Other explanation. You will need to provide Other late opt-out reason if you choose this option. Please read the next section for more information.

If you have chosen OTHR, then you will need to provide the details in the text box provided. Please note that this text box accepts up to 500 characters.

The above information will be added when you export the New/Departed Employees details.


Changes to the Tax window

Employee exempt income option is now available in the Tax Window.

The available options for the Employee exempt income are:

  1. BLH - provide board-lodging-use of a house or part house or equivalent allowance.
  2. TAO - taxable allowances for accommodation and living costs overseas.
  3. VBS - Some payments under a Voluntary Bonding Scheme
  4. RTA - Retiring allowance.
  5. OES - Overpayment of an amount of an employer’s superannuation cash contribution.
  6. HPT - Some Honoraria payments.

Student Loan deductions rate and thresholds

The Student Loan annual repayment threshold has been changed to $20,280 (previously $20,020).


New Tax Codes and threshold updates from 1 April 2021

  1. $180,000 annual income threshold has been added to the existing Tax Codes ST and ST SL. Employee who earns between $70,001 $180,000 annually, will fall under these Tax Codes.
  2. New Tax Codes: SA and SA SL have been added where the annual Secondary income of an employee is greater than $180,000.

The new Tax Codes have been added to the Tax window of an employee:


Removal of IR345

The IR345 was no longer available to file to Inland Revenue since 1 April 2020. We retained it in Reckon Accounts 2020 in case you had to re-lodge after 1 April 2020, however this option has been removed from Reckon Accounts.


Resolved Bugs


To be emailed

The auto-select checkbox for To be emailed when Customer's Preferred Send Form Method is Email is now resolved.

Please ensure that from Edit > Preferences > Send Forms > My Preferences > you have selected "Automatically tick the 'To be emailed' check box if customer's Preferred Send Form Method is Email".


<Transaction-Total> tag doesn't show the value if multi-currency is enabled

If your company has multi-currency enabled and you used the <Transaction-Total> tag in your email template, the data was not populating. This issue is now resolved.


Online Fund Transfer checkbox hides the Exchange Rate (New Zealand version only)

In New Zealand versions, the Online Fund Transfer was hiding the Exchange Rate section. This issue is now resolved.


SDK changes

The below changes apply to third-party integration providers.

Support for Gross amounts

The Reckon Accounts SDK now allows you to send Gross amounts to the supported types of transactions. You no longer need to calculate the Net price, which caused rounding issues in some circumstances. You can find the sample payloads here.

Supported transactions
  1. Invoice
    1. Add
    2. Modify
    3. Query
  2. Sales Order
    1. Add
    2. Modify
    3. Query
  3. Sales Receipt
    1. Add
    2. Modify
    3. Query
  4. Credit Memo
    1. Add
    2. Modify
    3. Query
  5. Estimate
    1. Add
    2. Modify
    3. Query
  6. Bill
    1. Add
    2. Modify
    3. Query
  7. Purchase Order
    1. Add
    2. Modify
    3. Query

Resolved SDK Bug

You could not import Purchase Order if it contained Tax Code info of an item. You can now post Purchase Order with Tax Code in your payload.

How did we do?

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