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Tips & Screenshots

New Year Staff Budgets

PM 10 - New Enhancements and Features

Practice Management 10.1
Bulk Email Correspondence

 

Practice Management

F9

When wanting to type in a new client name to search on. No matter where you are on the screen press F9. This will take you to the top and highlight the existing name ready to type over.

Crtl 1

Activates Client band

Crtl 2

Crtl 3

Crtl 4

Crtl 4

Crtl E

Crtl A

Activates Matter band

Activates Workflow band

Activates XPA band

Opportunities (Or your sequence of bands, depending on your modules)

Personal

Crtl 5

Edit

Add

File Menu displays 5 most recently viewed client records.

Plus all regular windows hot keys with the exception of italics, which in the Advance Console is Ctrl Shift I

“Where used” Right click on grey attribute name and select where used to filter on all records for this attribute.

Advance Console

Crtl P

Post

Time Sheets

Views

Crtl D

Diary view

Reckon

Contact us

Sydney address:
Level 12, 65 Berry Street
North Sydney NSW 2060

Melbourne address:
Level 3, 99 Queen Street
Melbourne VIC 3000

Tel.  +61 2 9965 1300
Fax  +61 2 9460 2630
Email  
apsau@reckon.com

 

Auckland address:
Ground Floor, ITC House
9 City Road
Auckland, New Zealand

Tel.  +64 9 302 2228
Fax  +64 9 302 2121
Email  
apsnz@reckon.com

 

AUSTRALIA

NEW ZEALAND

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Excel Hints and Tips

 

Wed 1 June  I  11:00 - 12:00 PM  AEST

Word Hints and Tips

 

Wed 1 June  I  12:30 - 1:30 PM  AEST

 

 

Register now
Help brush up on your existing Microsoft office skills. We will cover off on different functionalities and ways you can better use Excel/ Word/ Powerpoint/ Outlook to help you in your day to day processes. We will have cheat sheets and tips and tricks for you to take away. 
 
These webinars are designed for anyone interested in increasing their office skills.

Powerpoint Hints and Tips

 

Thu 17 Mar  I  11:00 - 12:00 PM  AEDT

 

Thu 9 June  I  12:00 - 1:00 PM  AEST

Register nowRegister now

Outlook Hints and Tips

 

Thu 17 Mar  I  1:00 - 2:00 PM  AEDT

 

Thu 9 June  I  2:00 - 3:00 PM  AEST

Register nowRegister now

Attend a live webinar

Upcoming events

New Zealand: Reckon APS TAX Workshops

DATE

DESCRIPTION

Reckon APS Tax Workshops

Reckon is pleased to announce that the new 901 Application is scheduled to be included as part of the April 2016 NZ Tax Compliance Release. This is a major piece of software that will have a direct impact on all Practices using the Reckon APS Tax product.

The new application not only encompasses a wide range of new functionality but will also require the practice to revisit and review their current processes in respect of the generating of 901 letters. The 901 application no longer has to be the sole domain of the Tax Administrator but now offers the opportunity for Partners, Managers and Senior Staff to review, update and authorise payment amounts in the application. This is a feature rich application and now is the ideal time for Practices to look at the way their process operates and ensure that they are in a position to benefit from all the available options in the application.

Main features:

  • Bulk Emailing of 901 letters;
  • Ability to sort lists by Tax Agents;
  • Fully tailorable results grid;
  • On-screen Notes;
  • Client Tax ledgers viewed and updated from the grid;
  • Update outstanding provisional instalments from previous dates; and
  • Option for senior staff to approve requested amounts.

For more information and to register:

More details

Visit one of the locations Palmerston North, Auckland, Tauranga and Christchurch. Seats are limited.

Between 11 - 22 April 2016

Reckon short training courses with RMIT

Reckon has teamed up with RMIT to bring you two short courses:
 
Cloud Accounting - One day workshop:
What is the Cloud and what are the implications for Accounting Applciations and Practitioners.
 
Course content
  • Introduction to Title and Overview
  • Session outline
  • What is Cloud? - Concept and Technology
  • What are the advantages of cloud for the public
  • What are the advantages of cloud for a business
  • What are the advantages of cloud for the practitioner/advisor?
  • Business considerations before moving to the cloud/ROI calcs
  • The mobile and broadband network in Australia
  • Common questions asked of a software vendor
 
Reckon Accounting Software: 
Accounting software principles in practice with Reckon Accounts
 
Course content
  • Introduction to Title and Overview & Session outline
  • Creating a data file, Navigation, Preferences, Export and Import of Data, session review
  • Managing the chart of accounts, setting up opening balances, customers and suppliers, sessions review
  • User roles and security, other lists, class tracking, GST and GST tracking, session review
  • Income, expenses and petty cash, suspense and clearing acounts
  • Reconciliations, understanding reports, advanced reporting
  • Restore a company file, prepare for a BAS, identify and fix common errors create backup
  • Cloud accounting, single touch payroll, SBR

For more information and to register:
 

  • Cloud Accounting


     
  • Reckon Accounting Software

 

Register nowRegister now

DATE

DESCRIPTION

2016

Watch Reckon APS how-to videos

Videos are available for certain modules. Please select your module first.

SELECT MODULE
Modules
Attend a webinarWatch how-to videosView upcoming events

Currently no webinars for Reckon APS products available. Please check soon...

 

Directional HR
 Webinar Series

Helping businesses to manage employees more effectively, reduce costs and improve overall performance.

Reckon has partnered with Directional HR to offer our customers an affordable, hassle-free HR solution, to help you become and remain HR compliant - for less than a cup of coffee per employee per month!

Don’t require a HR solution? Directional HR has also partnered with business experts to help your business stay compliant with the latest legislation relevant to your industry. Our goal is simple, we want you to spend less time on administration and more time on what really matters, running your business.

Introducing Directional HR (Core HR)
Managing employees can place a huge financial burden on your business, especially if you don’t have the right systems in place.
Join this webinar to discover how the Directional HR core platform will help with managing employees; including performance management, leave and HR document management, significant date alerts and securely storing all data in the cloud. Also understand the factors that cause profit leakage and how you can reduce this in your business.

AdvancedHR – Cloud-based service to supercharge your HR
Want advanced support in all areas of the HR process? Advanced HR offers greater flexibility and time-saving by streamlining the process of ranking performance objectives and accident logging submission to workers’ compensation using the suggested text / templates - plus many more other features. Join this webinar to find out more!

Industry compliance made simple 
Join this webinar to learn about the latest regulations and become compliant! Directional HR have partnered with some of Australia’s leading legal specialists to help you become and stay complaint with the latest regulations, specific to your industry. Whether you work in childcare, or accounting, receive automatic updates in simple (not legal) language of your business obligations so that you can easily remain compliant.

Register here

Fri 7 Oct  I  10:00 - 11:00 AM  AEDT

Register here

Tue 8 Nov  I  2:00 - 3:00 PM  AEDT

Reckon APS

COMPLIMENTARY WEBINARS

Industry & Worktool Series

Learn about Reckons collaborative partner network industry and upskill on Microsoft Office suite

ATTENDRECORDED

Webinar #1

Smarter Business Processes with Power Tynan - Do you trust your data?

 

Our presenters today are Amanda Kenefake, Dan Beck and Scott Barber.

Amanda is the executive director of Power Tynan, Dan is the practice manager and executive director for Power Tynan and Scott is the owner of Smarter Business Processes.

This webinar will cover how firms can run through cost savings, change in structure and overall time savings. Join to gain a understanding of how Power Tynan and Smarter Business Processes have successfully helped customers achieve a return on investment (ROI) through engaging case studies.

The content will specifically focus on the following:

  • What is success, how do you know success has been achieved?
  • Can you get data out of your system to measure success?
  • What is your vision for your firm?
  • You can only measure what you can manage
  • Implementation - why it doesn’t happen easily
  • Why we need to set the system up to work for the business
Register here

Tue 4 Oct  I  12:00 - 1:00 PM  AEST

Webinar #2

Smarter Business Processes with Power Tynan - The firm of the future

What a practice could look like, the firm of the future.

This webinar will cover the impact of automation - how information comes to you when you and when you want to disseminate to the right people, at the right time.

The content will cover a process in great detail and highlight the following:

  • How we analyse data to come up with ways to ensure your system works for you
  • Investigate a database clean-up tool
  • Go through each of the APS modules and how Power Tynan and Smarter Business Processes have automated or made these more efficient for commercial gain
  • A breakdown of each of the 12+ phases we would implement and how they all link together
Register here

Mon 10 Oct  I  12:00 - 1:00 PM  AEST

Webinar #3

Smarter Business Processes with Power Tynan - Change Management

 

Change Management

This webinar will analyse the importance of change management and the impact it elicits on firm best practice.

The content will cover in deeper detail the following:

  • Change management and how this effects implementation
  • How Power Tynan and Smarter Business Processes implement processes to gain engagement from your entire firm
  • Change management – what is it and how does it impact firms?
Register here

Mon 17 Oct  I  12:00 - 1:00 PM  AEST

Webinar series by Power Tynan and Smarter Business Processes

Watch our 30 minute recorded webinar, designed to optimise your use of the MyAPS Portal and improve Knowledge Base searching.

Having problems searching our Knowledge Base or logging incidents?

TIP:

Watch now

There are currently no live webinars scheduled.