User Guides

 

  Ref

  Guide

  Link

1

Signing up and logging in

PDF

1-2

Rename a book

PDF

1-2

Deactivate a book

PDF

1-4

Set up roles

PDF

1-5

Adding users

PDF

1-6

Adding a third-party user

PDF

1-7

Share with a Reckon partner

PDF

1-8

Settings

PDF

1-9

Chart of accounts

PDF

1-10

Contacts

PDF

1-12

Make payments

PDF

1-13

Receive money

PDF

1-21

Reports

PDF

1-22

Classification reporting

PDF

1-31

Set up users for time and expenses

PDF

1-36

Add an approval process for time and expenses, money out and money in

PDF

1-37

Set up default bank accounts

PDF

1-38

Invoice payment terms

PDF

1-39

Classifications

PDF

1-40

Customise adjustment notes, bills, and expense claims

PDF

1-41

Customise estimates

PDF

1-42

Customise invoices

PDF

1-44

Invoices

PDF

1-45

Make a payment on a bill

PDF

1-45

Receive a payment on an invoice

PDF

1-47

Change templates

PDF

1-49

Delete a payment on a bill

PDF

1-49

Delete a payment on an invoice

PDF

1-51

BAS (AU only)

PDF

1-54

TPAR (AU only)

PDF

1-55

Journals

PDF

1-58

Braintree

PDF

1-59

PayPal

PDF

1-60

EziDebit

PDF

 


How did we do?


Powered by HelpDocs