Reckon One: Navigation

In this article, we'll outline each of the sections for navigation of Reckon One, it will allow for you to find the features you are looking for in Reckon One.

Reckon One: Navigation

Navigation in Reckon One is how you will find each section of Reckon One, which are modules that you can add and remove depending on the functionality you require for business needs.

Side Navigation Menu

The side navigation menu options displayed will be dependent on the modules active in the book (below are the menus available when all modules are active). The side navigation menu can be expanded to reveal sub menus.

Reckon navigation collapsed and expanded

Vertical Side Menu

The vertical side navigation menu can be minimised (or expanded) by clicking on the arrow in the top right.

Clicking on the top right icon will expand and collapse the Reckon One menu

Dashboard and Widgets

The Dashboard gives you a snap shot of the business via customisable widgets. The widgets displayed will be dependent on the modules active in the book and are specific to each user’s profile.

Reckon One dashboard, showing some of the dashboard widgets that are available.

You can click on the Move icon () and drag the widgets around the screen. Click on Widget settings () to customise the graphs and periods displayed. Click on Refresh to display new settings.

Click on the graph or diagram and the relating report will be launched right from the dashboard.

Clicking on graphs in Reckon dashboard widgets open the corresponding report

You can select the widgets displayed by clicking on Customise dashboard bottom right of screen.

Customise dashboard button can be found at the bottom right of your dashboard screen.

Select / unselect in the Available Widgets list. Click on Save to return to the Dashboard.

In the dashboard customisation modal you can set preferences for what widgets appear on your dashboard.

Breadcrumbs

Breadcrumbs are now on all pages at the top left of each screen. This lets you quickly see where you are, and navigate back hierarchies easily, without having to revisit the vertical navigation menu again.

Quick Add drop down

You can also quickly navigate using the Quick Add drop down menu (+).

The options displayed will be dependent on the modules that are active within the book.

Quick add menu can be accessed from the top menu bar under the Quick Add button

The Administration drop down menu is for the Chart of Accounts and all the Settings in Reckon One.

Settings menu can be accessed by clicking on the cog on the top right of the screen

The Settings displayed will be dependent on the modules that are active within the book.

Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonone

Or Log a Support Ticket: https://www.reckon.com/au/support/

Reckon One: Navigation

In this article, we'll outline each of the sections for navigation of Reckon One, it will allow for you to find the features you are looking for in Reckon One.