Table of Contents
- New features
- Resolved bugs
- Enhancements
What's New on the latest Reckon Accounts Hosted - NZ
- New features
- Resolved bugs
- Enhancements
The latest Reckon Accounts introduces exciting new features, bug fixes, and enhancements based on customer feedback.
New features
Allow to filter Customer Statements by Terms
A new Customer Terms dropdown is added to the Create Statements window.
This dropdown will display all available terms from the Terms List. When a term is selected, only customers matching the selected condition will be included in the Preview, Print, or Email process.
Add "Export All" button to IIF Export
A new "Export All Lists" button is added to the IIF Export feature, allowing users to quickly select and export all lists.
When clicked, it will opens the file explorer for you to save the file that contains all the list selections. This enhancement will streamline the export process instead of selecting each list individually.
Broadcast messaging
A new "lightweight" informational messaging capability has been introduced in-product.
This feature allows us to reach users with updates, news, important legislative changes, and other key announcements.
Messages will be displayed to each user. While the dialogue can be dismissed, it will reappear when the company file is reopened until “Do not display this message in the future” is selected.
Please note that any new messages will automatically display, so you won’t miss important updates.
Resolved bugs
Print Preview of Adjustment Note shows overlapping fields for Multi-Currency files
In a multi-currency enabled file, previewing the adjustment note shows overlapping text in the "Payments/Credits" and "Balance Credit" fields, affecting both available templates (Custom Adjustment Note and Return Receipt).
Files without multi-currency enabled are not affected. The issue has been resolved by deleting the overlapping fields and updating the templates.
Unrecoverable Error when duplicating invoice to Sales Order with insufficient stock
An unrecoverable error occurs when duplicating an invoice created from a sales order with no quantity on hand. This impacts workflows involving stock management, particularly when invoicing out-of-stock items and generating sales orders. This has been resolved by introducing a dialogue so that the process should proceed without crashes, ensuring consistent inventory warnings.
Incorrect ‘Created On’ Date in Audit Company File
Fixed an issue where the ‘Created on’ date in the Audit Company File dialog was incorrectly displayed. Previously, this field showed the ‘Last modified on’ date instead of the actual file creation date. The ‘Created on’ date will now correctly reflect when the company file was first created.
QBWIN.log in does not show Duplicate Elements
Fixed an issue where the verify_rebuild_data.log (qbwin.log) in Hosted did not display duplicate elements for the same company file, unlike in Desktop. Now, the Verify and Rebuild Data logs in Hosted will correctly display duplicate ID test results, ensuring consistency with Desktop.
Enhancements
Expanded, updated, and arranged the Financial Institution list
Added 28 new financial institutions and their corresponding bank codes, bringing the total to 121. The dropdown list is now sorted alphabetically by bank name.
New Financial Institution
Bank Name | Bank Code |
Australian Military Bank | ADC |
Australian Unity Bank Ltd | CRU |
Bank First (Victoria Teachers Ltd) | CUS |
Bank of Sydney | LBA |
BankVic (Police Financial Services Ltd) | CUS |
Beyond Bank Australia | CRU |
Defence Bank | CRU |
Delphi Bank | BCY |
G&C Mutual Bank (SGE Mutual Ltd) | SGE |
Gateway Bank Ltd | GTW |
Horizon Bank (Horizon Credit Union) | CRU |
Judo Bank Pty Ltd | JUD |
Liberty Financial Pty Ltd | CRU |
ME Bank (Members Equity Bank Pty Ltd) | MEB |
MOVE Bank (Railways Credit Union Ltd) | RCU |
MyState Bank | CRU |
P&N Bank (Police & Nurses Ltd) | PNB |
Police Bank Ltd | PCU |
QBANK (QPCU Ltd) | CUS |
Qudos Bank (Qudos Mutual Ltd) | CUS |
RACQ Bank (Members Banking Group Ltd) | QTM |
Rural Bank | BBL |
Sumitomo Mitsui Banking Corporation | SMB |
Teachers Mutual Bank Ltd | TCU |
Tyro Payments Ltd | MSL |
UBank (div. of National Australia Bank) | NAB |
Unity Bank Ltd | MMP |
Vision Super Pty Ltd | CRU |
Updated Financial Institution
Bank Name | Bank Code | Changes |
Auswide Bank | BAY | Wide Bay Capricorn Building Society changed its name to Auswide Bank in 2015. |
Greater Bank (Greater Building Society) | GBS | Renamed |
Heritage Bank (Heritage Building Society) | HBS | Renamed |
Hume Bank (Hume Building Society) | HUM | Hume Building Society officially changed its name to Hume Bank Limited in 2011. |
ING Bank (Australia) | ING | Renamed |
Newcastle Permanent | NEW | Renamed |
Standard Chartered Bank | SCB | Renamed |
Removed the Unit of Measure for Group type item
The U/M Set field for the Unit of Measure in a Group type item is not retained after saving. This field has not functioned since 2018 and has now been removed.
BCC Line added to ‘Select Forms To Send’ preview pane
Updated the ‘Select Forms To Send’ window to include a BCC line in the preview pane, displayed below the CC field. The BCC value is now pulled from the Send Forms Preferences based on the selected email type.
Updated Clean Up data messaging to be more clear
The Clean Up Company Data feature in Reckon Accounts creates an archived copy of the company data file and/or cleans up data by removing transactions, replacing them with monthly summary journal entries, or simply removing all transactions.
While reducing file size is a result of using this feature, it is not the primary intention.
To clarify this process, we have introduced a dialogue that appears when the feature is selected. We have also hidden the option for non-accountant editions.
Updated link for ‘Suggest New Feature’ option
The ‘Suggest New Feature’ option from the Help menu, now directs users to the Reckon Community Ideas page: https://community.reckon.com/categories/reckonaccountsideas.
API/SDK changes
No API/SDK changes for this release.
