Set up Open Banking in Reckon One
This article guides you through setting up Open Banking feeds in Reckon One, including the steps to ensure your account is Consumer Data Right (CDR) ready. It also explains how to appoint a nominated representative for business accounts and provides detailed instructions for adding and configuring Open Banking feeds. Learn how to connect your bank, authorize data sharing, and manage account settings for seamless integration with Reckon.
View and edit your details in Reckon Mate
Reckon Mate allows you as the employee to view your leave balances, pay slips, personal details registered with your employer and more.
Self-onboard in Reckon Mate
Learn how to set up your profile in Reckon Mate (including entering your personal and contact information and banking, tax and superannuation details), so you can onboard to a new employer. Before yo…
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
Set up bank feeds in Reckon Accounts Hosted
Learn how to set up bank feeds in Reckon Accounts Hosted. Before adding any type of bank feed, you must create a Bank Data tile in the Reckon Customer Portal and link it to the Reckon Accounts Hosted…
Manage Reckon Mate invitations in the payroll app
Revoking employee access to Reckon Mate from the Reckon Payroll app. There are several reasons why...
Set up direct bank feeds in Reckon One
Direct Feeds in Reckon products are a feature that allows you to automatically import your bank transactions into your Reckon account. This feature provides a seamless connection between your bank and Reckon products, helping you save time and reduce errors by eliminating the need for manual data entry. Direct Feeds are typically set up with participating banks, and once connected, your transactions are imported directly into Reckon products for easy reconciliation and accounting management.
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…
