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Accounts Pro

Accounts Pro
  • Ideal for small to medium-sized business
  • Prepare quotes estimates and job costing
  • Manage items in different units of measure and multi-currency

 

Product NameRRP 
Reckon Accounts Premier 2017- 2 User Annual Lic $670.00

Overview

With Accounts Pro, keeping your books is easy and you also have advanced tools to run your payroll and pro-actively manage your business. 

  • Easy to set up and use.
  • Stay on top of receivables and payables.
  • Automatic bank feeds.
  • Advanced functionality to manage payroll, inventory and multiple currencies.
  • Job costing, estimates and quotes.
  • Advanced reporting.
  • Integrated GovConnect BAS online lodgement.
  • Integration with Microsoft Outlook, Word and Excel.
  • Easily move up to Accounts Premier or higher for more functionality as your business grows.

Company Snapshot Tool

Customisable fields and graphs allow you to design a ‘snapshot’ that presents the most significant information that impacts your business decisions. Customise and print snapshots, drill down into transactions, set up permission access, and perform tasks. The snapshot is divided in three sections: company, payments and customers.

Company

The company snapshot includes an income and expense graph, previous year expense comparison, account balances and 9 other indicators to centralise all the important information.

Payments

Get a quick view of the status of payments. Find out which customers owe you money, access payment reminders, see recent transactions, received payments and much more.

Customer

A consolidated view of individual customers, including purchase history, average payment period and money owed, that helps you make better business decisions.

Customer and Supplier Centres

Customer Centre

The Customer Centre allows you to complete entire workflows from the one location. From this centre, you can create, manage or monitor:

  • Estimates and invoices
  • Payments received and deposits
  • Sales orders and receipts
  • Statements
  • Refunds and adjustments
  • Reports
  • Customer registers, transactions, contact and billing information
  • Job lists

Supplier Centre

The Supplier Centre displays information about all of your suppliers and their transactions in a single place. From this centre, you can:

  • Add, edit and print supplier details
  • Add transactions to suppliers and print transaction list
  • Create supplier-related forms including remittance advices and purchase orders
  • Pay bills

Report Centre

Accounts Pro users have more than 200 reports and graphs at their disposal. Each is designed to simplify a wide range of business and compliance activities as well as making it easier to work with your accountant.

  • Reports can be drilled into and identified with just a few clicks
  • All reports can be modified, filtered and memorised to suit individual company preferences
  • Pre-built reports including Job costs, profit and loss, estimates, unpaid bills, and item profitability etc
  • The Reports Learning Centre provides step-by-step instructions

Online Banking

Transactions can be uploaded to and downloaded from your financial institution directly with Reckon Accounts. This saves time and effort while improving security and reducing data entry errors.

  • Easily review electronic bank statements and check account balances
  • Identify cleared cheques, add transactions and transfer money between online accounts
  • Import bank statements, the software compares it to the transactions already in Reckon Accounts and highlights any discrepancies making it easy when reconciling
  • Set passwords with high-level encryption to help protect your financial details
  • Secure online transaction processing
  • Online banking, also referred to as online account access may vary by financial institution. Check with your institution to see which services it provides

Payroll & Employee Centre

The Payroll function lets you keep track of all your payroll information in one place. You can perform all payroll tasks, drill down to previous payroll transactions, enter time, create and edit pays and schedule pay runs.

Payroll

  • Print or email employee information including pay slips and payment summaries
  • Super details window within the payroll function now handles SuperChoice so you can record and calculate super for multiple super funds for a single employee
  • Full range of deductions can be applied to each employee, with the ability to set certain limits where necessary
  • Employee groups can be created within payroll schedules
  • Access terminated employee information
  • Safely edit an existing pay cheque without modifying the tax amounts, wage base, total gross pay or net pay
  • Lock Net Pay option allows editing an existing pay cheque, you can make changes to payroll items, sick and holiday accrual, without recalculating the entire pay cheque

Employee Centre

  • Record detailed employee information including leave, wages, promotions and contacts
  • Access employee tasks, such as timesheets and payment summaries

Advanced Inventory

Accounts Pro allows easy entry, tracking and reconciliation of all your inventory movements and costs.

Manufacturer's Part Number (MPN)

  • Add a manufacturer's part number to an item

Build Assemblies

  • Create a bill of materials (BOM) to track the costs and components for assembled products
  • Include both material and non-material costs - such as labour costs and overheads
  • Determine how many finished goods you can build based on your current inventory
  • Alerts let you know when it's time to reorder, or when there aren't enough components for an assembly

Units of Measure

Accounts Pro allows you to track items in different units of measure. Just set your base unit of measure and your purchase units can be automatically converted into different inventory and sales units of measure.

  • Base units of items are used to count inventory, generate most inventory reports, and perform quantity-related calculations
  • Display quantities of the same item in different measurements
  • Create default unit of measure

Job Costing

  • Benefit from reports including profitability summaries to document amount earned or lost on individual projects and jobs
  • Analyse the accuracy of estimates for job, item costs and revenues
  • Track how much time is spent on a particular job, each aspect of that job and which employee or contractor has worked on it
  • Monitor vehicle expenses by distances traveled by job and by vehicle

Multicurrency

Manage and record transactions in many currencies:

  • Fix foreign prices for items, or enter prices in your home currency and have Reckon Accounts calculate the foreign price
  • Add taxes to a foreign customer
  • Assign hotkeys to the currencies you use most often
  • Alter exchange rates as needed
  • Conduct simple, quick conversions with an inbuilt currency calculator
  • Assign a currency type to customers or suppliers

GovConnect

Lodge your BAS online directly from Reckon Accounts using GovConnect, SBR™ enabled software. Benefit from:

  • Real-time validation and estimate of BAS obligation or refund
  • Pre-filled forms
  • Forms configured to meet your requirements to save you time
  • Easily access outstanding and historical submissions
  • Tax and BAS agents can lodge payment summaries on behalf of businesses
  • One single sign in using AUSkey

SBR™ and Standard Business Reporting are trademarks owned by the Commonwealth of Australia.

Watch Video - Case study >
Watch Video - BAS/IAS lodgement >
Licence agreement >

New Features

Reckon BankData

Bank transactions are now directly imported from within Reckon Accounts. You don’t have to login to your bank and import them manually.

Search in item list

No more time wasted looking for a specific item in long lists with the new search function.

Simple chart of Accounts setup

Setting up Reckon Accounts is much easier with the simple Chart of Accounts option.

Leave accrual summary and leave accrual details report

Reckon Accounts has been enhanced so that historical paycheques reflect the true leave value as of their transaction date. A leave accrual summary report is also available so you can report on historical leave figures.

Superannuation inclusion

An inclusion window in the payroll item wizard allowing you to select the superannuation items that apply to the payroll item.

Barcode Scanning on PO’s

You can now scan barcodes to add items onto purchase orders.

Add-ons

Reckon BankData

Bank transactions can be directly imported from within Reckon Accounts. You don’t have to login to your bank and import them manually. We have relationships with major Australian banks for direct electronic data imports or via Yodlee, a third-party intermediary that connects with thousands of other financial institutions in Australia.
more information >

Online Backup

Safeguard your data before a problem occurs. Backup is an online storage application for business and personal files. Accessible anywhere at any time when you're online.
More information >

Credit Card Payments

Customers can pay your invoices quickly and easily with this Add-on. You'll get paid faster, improve cash flow and customers will appreciate the added convenience.
More information >

Stationery

Use stationery created specifically to work with Reckon Accounts. Personalised cheques, invoices, statements and more.
More information >

System Requirements

  • At least 2.0 GHz Intel Pentium IV (or equivalent) with 2GB of RAM*
  • Microsoft® Windows Vista/7/8/8.1**
  • 1GB of disk space
  • DVD drive or Internet connection for downloads
  • All online features/services require Internet access

*Windows Small Business Server 2008 requires 4GB RAM. Windows Small Business Server 2003 is not supported.
** Windows 7,8 & 8.1 64-bit and Windows Server 2008 R2 & 2012 R1 64-bit currently supported.

Integration/Compatibility requirements

  • Microsoft Word and Excel integration requires Microsoft Word and Excel 2007, 2010 or 2013
  • If you want to synchronise with contact management software, contact Sync for Outlook (supported for 32 Bit System only) and Microsoft Outlook is required (supported in 2007 only).
  • Compatible with Reckon Point of Sale Lite, Professional and Enterprise 2014.

Multi-user requirements

  • Multi-user mode is optimised for Microsoft Windows Server 2008 and 2012 operating systems, and for Windows Vista/7/8/8.1*
  • Terminal Services are supported for Reckon Accounts Premier and Enterprise.

*Not all versions of Windows are supported. Support is provided for Windows Vista (Business and above) and Windows 7,8 and 8.1 (Pro and above).