Table of Contents

What's New - Reckon Accounts Hosted 2021 R2 - AU

New Features/Enhancements

Reckon Accounts 2021 R2 contains exciting new features, enhancements and the latest PAYG Tax Scales for the 2021/22 Financial Year.


Compliance Update

Reckon Accounts 2021 R2 contains the latest Tax Scales for the FY 2021/22.

SGA Default Rate Increase

The ATO has announced an increase to the default Super Guarantee rate as of 1st July 2021, from 9.5% to 10%.

Default Super of 9.5% in Reckon Accounts will automatically be updated to 10%. Before updating your copy of Reckon Accounts, make sure to read and follow the Installation Guide for Reckon Accounts 2021 R2.


Changing Employee number shows a Warning message

Changing an employee's Employee Number may have an impact on the Year-To-Date (YTD) totals if you have reported the employee via STP.

We now show a warning message if you change the Employee Number of an employee to be aware of the effect this may have on STP reporting. Please check with your Accountant or with the ATO to determine if this impacts your business.


State Payroll threshold update

Queensland

The Queensland State Payroll threshold has been updated. You can find more information here.


Tasmania

The Tasmania State Payroll threshold has been updated. You can find more information here.


Reckon Accounts users now have the capability to attach links to external files, such as documents or images, to various lists and transactions in Reckon Accounts. Click here for more info.


Email - Special Tags

Special tags can be used in emails, which will be replaced by the relevant information when 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 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

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


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 used the <Transaction-Total> tag in your email template, the data was not populating. 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.


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