Reckon Tutorial Videos

Become comfortable and confident using Reckon with short video tutorials and webinars

Getting Started

The below tutorial videos will assist you in understanding the basics of Reckon and ensure you get off on the right foot.
Getting Started
Navigating the new look Reckon One
Creating a book
Configuring a book
Create roles
Creating a new user
Making changes to your modules

Employees

These step-by-step guides will assist you in setting up your payroll and ensure you are able to correctly process transactions relating to paying your employees.
Getting Started with Payroll
Creating regular pay for employees
Process pay run
Paying Payroll Transactions
Reimburse Employees & Billing

Invoices

Step-by-step guides have been provided relating to invoices, and address creating, customizing and processing invoices for your company.
Create an invoice
Approving invoices and bills
Emailing an invoice
Receiving payment for an invoice
Adding a logo to an invoice

Banking

These guides will detail how to set up your BankData feeds for Reckon, and explain how to link BankData feeds and process transactions.
Getting started with BankData
Linking BankData feeds
Processing BankData transactions

Bills and Payments

The below tutorials were designed with the intention providing you with competence in transaction relating to billing and payments.
Make a cash payment
Entering a bill
Paying a bill
Approving invoices & bills

General Ledger

Creating a ledger account and journal entries is simple with Reckon, so you can easily create and maintain an accurate record of your company’s’ financial transactions.
Create a ledger account
Creating an item

Sales and Customers

Creating records for customers and suppliers is made easy with Reckon, watch the below videos to learn the ways you can accurately record and track your sales and customers.
Create customers and suppliers
Creating an item

Times and Expenses

The Time and Expense module makes it easy to track important time-based activities, assign expenses to customers and refund employees.
Make an expense claim
Using timesheets

Tax

Reckon assists you in completing your Business Activity Statement by totalling your GST transactions into the GST Summary Report. This report is prepared from the tax codes assigned to transactions
Prepare your BAS (Australia only)

Recorded Webinars

Learn more about Reckon cloud accounting software by watching the recorded webinars below.
Getting Started in Reckon One
Navigating the Core Modules
Navigating the Invoices Module
Using the Projects Module
Navigating the BankData Module

Stay in touch with Marsh Tincknell to Assist you with Reckon

Here at Marsh Tincknell, we understand that using accounting software can be difficult, which is why our experts are certified and happy to help with any concerns you may have.

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