Synchronization unsuccessful with Error/Reason: "The company file user has insufficient privileges."

Reference ID: RA-1732. For Insights to successfully synchronise data from a Reckon Accounts Hosted Company File, a dedicated User is created for the Company File with Full Access Role.. ISSUE. A “Rec…

Unable to access the ellipses option to rename, re-authenticate, or delete feed when Data Feed name is lengthy

Issue. When adding a Hosted feed, it always defaults the Feed Name to the path of the Company file. As you can imagine, this can be lengthy, especially for shared company files, as it peruses the ful…

Settings made from a Reckon Insights Template are not being saved

Reference ID: RA-1729. ISSUE. Settings are not being retained when saving the changes directly from any of the Insights Template using the Save > Save As option from the cogs' menu icon.. SOLUTION. M…

The Default Ratios include all Feeds by default

Question. When I open one of the default Ratios, it automatically includes data from all Feeds Answer. Ratios are designed to automatically include data from all data sources. To filter a Ratio so it…

Resolving Data feed synchronisation issues with Reckon Accounts Hosted

The following lists all possible synchronisation issues that could be experienced resulting on a Data feed sync failure when connecting with your Reckon Accounts Company Files for Reckon Insights. It…

Open button is missing or Reckon Insights page is blank

Issue. After receiving a welcome email from Reckon Insights, some users may see the following when logging in via Reckon Portal: The Open button is missing on the Reckon Insights tile.. The Reckon In…