Features

Reckon One: Document Storage

You can now attach images, PDF's, Microsoft Excel and Word documents to bills and payment transactions in Reckon One. Document storage is only available for books with Invoice and Bill medium module.…

How to set a default classification

This article will outline how to set default classifications within Reckon One, during initial creation and afterwards. How to set a default classification. A default classification will be useful fo…

Grossed-Up Transactions

Grossed up transactions applies to receipt, payment, invoice, bill, adjustment note and expense claim. Definition. A grossed-up transaction is a transaction that has a resultant NET value comprised o…

Classifications

In this article, we’ll explain what classifications are and how they can be used within Reckon One. Classifications help make your financial data more meaningful, particularly when generating reports…

Column Filters

One of the best features in Reckon One is also one of its least known - column filters. In every list screen, you will notice a small funnel icon in each column header By clicking on this icon you ca…

How to use classifications

This article will outline how to adjust various settings for classifications, add, edit and delete them as required. How to use Classifications. How to use classifications to organize your transactio…

Import Chart of Accounts

How to Import a Chart of Accounts into Reckon One. 1. Go to Day to day > Business > Chart of Accounts 2. Select the Import chart of accounts 3. Select your chart of accounts file to import. File type…

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