Getting started with Reckon Mate
Reckon Mate allows you as the employee to view your leave balances, pay slips, personal details registered with your employer and more.
Error 522 when signing up for a Credit Card account
Legacy KB Id: 5194
'Transfer transactions' appear in the 'Expense graph' within the 'Overview' tab?
Legacy KB Id: 3114
Changing from a Single Sign On (SSO) Login to Username/Password
Changing from a Single Sign On login e.g. Google/Office365 to a regular login-. The Reckon Portal currently supports both Microsoft Office 365 and Google Single Sign On (SSO) accounts. This can make…
BankData Signup screen hangs when signing up for a Credit Card account
Legacy KB Id: 5193
How to setup Reckon Insights from sign up, account creation, adding feed, and viewing contents
REFERENCE : RA-2086 PREREQUISITE An activated portal account is required. The following is the end-to-end process in setting up a Reckon Insights Data Feed. Summary. Purchase Insights License. Alloca…
Why won't my customer barcodes scan in QuickPOS?
Legacy KB Id: 3361
How do I customise the purchase order so the dollar sign won't appear?
Legacy KB Id: 218
How do I get a tear along line above the remittance advice in an invoice
Legacy KB Id: 2151
View Only Role with Memorized Report List permission of None, allows access to reports in Reckon Accounts
Legacy KB Id: 5267
Using Yahoo! Mail third-party App Passwords for Email Service Connection issues when emailing
Issue. The support for third-party apps or devices asking users to sign in to their Yahoo! Mail Account using only their Username and Password has been removed. Previously, users were able to send em…
Creating a customer & contact - Reckon Invoices App
You can create and manage your customers and contacts from the Reckon Invoices app, saving you time from signing into Reckon One from your computer to create customer so it can be used on the invoice…
User Guides - Reckon One
Guide Signing up and logging in Rename a book Deactivate a book Set up roles Adding users Adding a third-party user Share with a Reckon partner Settings Chart of Accounts Contacts centre Make payment…
FAQ - Customer Portal
Q. How do I change my password? A. If you use a Reckon account to log in to the Reckon Customer Portal, you can change or reset your password on the log in page. Simply click Help, I forgot my sign i…
Book Switcher
Upon signing into the Reckon Portal , the Book Switcher will be displayed if you have multiple books associated with your account. The book switcher presents a comprehensive list of the books availab…
