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Quick guide to Reckon One after Reckon Accounts migration

Learn how to navigate and where to find different features in Reckon One after migrating from Reckon Accounts Hosted or Desktop. See a list of menu options with comparisons to Reckon Accounts, and a quick look-up table to find features you're looking for.

To see and switch between different screens in Reckon One, open pages in new tabs. Right-click on any menu label, button, or link in Reckon One, and select Open in a new tab. For a Mac, hold down the Command key and click on the link.

Quick add menu

The Quick add menu (located in the top right of your Reckon One book) is a really quick, easy way to do common tasks in Reckon One, such as (depending on your plan):

  • customer and supplier transactions
  • journals
  • transferring money (called 'transfer funds')
  • payroll transactions, including adding and paying employees

To use Quick add, click on Quick add, then select from the list shown.

Quick add menu expanded in a Reckon One book

Reckon One side navigation

The other main way to get around is via the side menu.

Reckon One side navigation

The items you'll see in this menu will differ depending on your subscription. Here's a breakdown of what's in the different menu items:

Day to Day menu

Combines features from the Customer and Supplier menus in Reckon Accounts Hosted and Desktop, as well as some features from the Company menu, such as Journals and Chart of accounts.

The Day to day menu is broken into 3 parts:

Similar to the Payroll centre in Reckon Accounts Hosted and Desktop, but without Timesheets and Expense claims. They are found in the Day to day menu, under the Business section.

In the Payroll menu, you can:

Banking menu

Similar to the Banking menu and Online Banking Centre in Reckon Accounts Hosted.

In the Banking menu, you can:

Reporting menu

Contains Lists, and all reports including payroll reports. You don't create items or do your BAS here, though. To create items, go to the Day to day menu, and for BAS, go to the Tax menu.

Contacts centre menu

Similar to the Supplier Centre and Customer Centre in Reckon Accounts. If you use Payroll, don't enter employees in the Contacts centre. It's best to add them in the Payroll menu.

Settings menu

The Settings section isn't accessed via the side menu. It's accessed via the cogwheel icon in the top right of your Reckon One book.

Reckon One Settings menu, accessed via the cogwheel icon in the top right

The Settings section is where you can customise your book:

  • Update your company information in book settings
  • Manage templates for invoices, bills and other documents
  • Manage user roles and permissions
  • Set preferences for how your book handles accounting, tax, banking, payroll, items, bills, and more.

Quick find a feature

Looking for a specific thing? Try our alphabetical list:

Feature (as it's called in Reckon Accounts Hosted or Desktop)

Where to find it in Reckon One

ABA file (create)

In the Banking menu, click on Bank payments

Bank account (add, edit)

In the Banking menu, click on Bank accounts

BAS (simplified BAS)

In the Tax menu, click on BAS

Bills (enter, pay)

In the Day to day menu, Money out section, click on Bills

Chart of accounts

In the Day to day menu, Business section, click on Chart of accounts. If you want to add or edit a bank account, see Bank account in this list.

Company information

Click on the cogwheel in the top right of your Reckon One book, then click on Settings. In the General section, click on Book settings

Company preferences

Click on the cogwheel in the top right of your Reckon One book, then click on Settings. Click a menu item to set your preferences.

Customers (create, edit)

In the Contacts centre menu, click on Customers

Customer adjustment notes (refunds)

In the Day to day menu, Money in section, click on Customer adjustment notes

Credit note

In the Day to day menu, Money out section, click on Supplier adjustment note

Employees (add, edit)

If using payroll, in the Payroll menu, click on Employees. If not using payroll, you can add employees by going to Contacts Centre, then clicking on Employees.

Fast coding

In the Banking menu, click on Fast coding.

General journal entries

In the Day to day menu, Business section, click on Journals

Import bank statements

In the Banking menu, click on Bank transactions, select your bank account, then click on Manual upload

Items (create)

In the Day to day menu, Business section, click on Items

Items (view list)

In the Reporting menu, click on Reports. You'll find the Items list in the Customers and money in category.

Lists

In the Reporting menu, click on Reports. You'll find lists in the category they relate to.

Pay employees

In the Payroll menu, click on Pay runs.

Payroll items

In the Payroll menu, click on Payroll settings. Then click on Pay items.

Process Single Touch Payroll

In the Payroll menu, click on STP if you wish to make a pay event such as an update event, and click on EOFY if you wish to finalise payroll end of year.

Receive payments

In the Day to day menu, Money in section, click on Receive money

Statements (create statements)

In the Day to day menu, Business section, click on Customer statements

Super data export/export SAFF

In the Payroll menu, click SuperStream.

Super funds (add, edit)

In the Payroll menu, click on Payroll settings. Then click on Superannuation funds.

Suppliers (add, edit)

In the Contacts centre menu, click on Suppliers. If the supplier is a super fund and you're using payroll, you should instead create them in the Payroll menu. For more guidance, on where to do this, see Super funds in this list.

Templates

Click on the cogwheel in the top right of your Reckon One book, then click on Settings. Templates are split into categories:

Customer related templates - click on Money in in the Day to day section.

Customer statements - click on Statements in the Day to day section.

Supplier related templates - click on Money out in the Day to day section.

Time

In the Day to day menu, Business section, click on Timesheets

Transfer funds

In the Banking menu, click on Transfer money

Users (set up users and roles, view users)

Click on the cogwheel in the top right of your Reckon One book, then click on Settings. To edit or add roles, click on Roles in the General section. To add or remove users, click on Users in the General section.

Read more

How did we do?

Log in to Reckon One after a Reckon Accounts migration

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