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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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Register now

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

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 Appliciations 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

2017

Access Reckon Training Academy

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

Select your module
Modules
WebinarsHow-to videosUpcoming events

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

Tomorrow's firm, today: insights from the industry

Our presenters 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.

14 March  I  10:00 AM - 11:00 AM  AEST

FINISHED

Webinar #2

Budgeting for Business: how you can better measure what matters

Webinar #3

Better, Faster, Smarter: using your systems and data to stay ahead

We know the accounting industry is undergoing a massive shift. Between legislative changes, technological disruption and changing client needs, managers and advisers alike are faced with a juggling act like no other – before we’ve even considered “what’s next?”. Join our expert panel as we explore key trends facing the industry, discussing what they mean for your business and what you need to do to ensure your firm is positioned for the future today?

Webinar series by Power Tynan and Smarter Business Processes

Having problems searching our Knowledge Base or logging incidents?

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

TIP:

Watch now

There are currently no live webinars scheduled.

HR Advice Online Webinar Series

Every business owner knows the basics when it comes to managing Human Resources but it's what you don't know that could have you come undone at the Fair Work Ombudsman.

To help you stay on the right side of the law, we've invited Cheryl Disher & Kerrie Canning from HR Advice Online to share expert insights on how to meet your compliance obligations.

Over three webinars, Cheryl & Kerrie will:

  • Give you the low down on the latest Human Resources & Industrial Relations laws so you're compliant with the Fair Work Act and National Employment Standards in Australia.
  • Discuss employee termination – how to do this effectively and the differences between resignation, termination and abandonment.
  • Shed light on Leave – the different types, when to use them and what are the business rights when it comes to employees accessing them.

Each webinar will run for 60 minutes. Choose to attend all three webinars or register only for the ones that interest you. This is a special opportunity to have your HR questions answered so register today to avoid missing out!

For more information on each webinar please click into the register now button.


For Reckon accountants:
Terminating an employee effectively - The differences between resignation, termination, abandonment of employment and redundancy explained:

Tue 21 Mar I  2:00 - 3:00 PM  AEDT

FINISHED

Leave - What are the types of leave and when to use them? What are the business rights when it comes to employees accessing leave?

Mon 1 May I  12:30 - 1:30 PM  AEST

Register now
For Small and Medium Businesses:
Terminating an employee effectively - The differences between resignation, termination, abandonment of employment and redundancy explained:

Thu 23 Mar I  11:00 - 12:00 PM  AEDT

FINISHED

Leave - What are the types of leave and when to use them? What are the business rights when it comes to employees accessing leave?

Tue 2 May I  2:00 - 3:00 PM  AEST

Register now

HR Advice Online breakfast series coming soon to a city near you! For more information contact us at training@reckon.com

Attend a live webinar

Within the Practice Hub

We know the accounting industry is undergoing a massive shift. Between legislative changes, technological disruption and changing client needs, managers and advisers alike are faced with a juggling act like no other – before we’ve even considered “what’s next?”. What does this mean for your practice, and how can you ensure your firm is positioned for the future today? Over three separate webinars, we’ll hear from industry experts and current APS users as we explore current and future industry trends and what they mean for your business, revisit the cornerstones of professional service firms while sharing tips to ensure your firm has a clear line of sight to the future, and uncover hidden efficiencies and new ways of working with the myriad of data your firm is already collecting to free up your team to focus on what matters – your clients.

Overview Webinar Series: Tomorrow's Firm, Today

Budgeting isn’t just for clients! This webinar will show professional service firms how to budget effectively, analysing not just revenue and costs, but also capacity and staff allocation. We will help you understand how to plan for the changing costs and resourcing as your service mix evolves. This is a practical look at improved budgeting for your firm’s future, and why it is important today.

20 March  I  2:00 PM - 3:00 PM  AEST

FINISHED

Register here

27 March  I  2:00 PM - 3:00 PM  AEST

Come on a journey through today’s accounting practice where we’ll uncover what’s holding you back, and open your eyes to the efficiencies you need to get your engine room running better, faster, smarter – positioning your firm for tomorrow.

Upcoming events

FOR ACCOUNTANTS

FOR ACCOUNTANTS AND SMALL TO MEDIUM BUSINESSES

FOR SMALL TO MEDIUM BUSINESSES

Visit Training Academy

For Accountants, Bookkeepers and businesses at every level. Packed with online webinars, tutorials, how-to videos, certifications, face-to-face events and workbooks.

Existing users loginFirst time sign up

To get familiar with the new Academy portal watch this short video now.

Having problems searching our Knowledge Base or logging incidents?

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

TIP:

Watch now

Having problems searching our Knowledge Base or logging incidents?

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

TIP:

Watch now

We are very excited to launch the Reckon Training Academy for our Reckon APS clients!

Sign up
Existing users loginFirst time sign up

Australia:

New Zealand:

Archieved Newsletters

FOR ACCOUNTANTS

FOR SMALL TO MEDIUM BUSINESSES

FOR RECKON APS CLIENTS IN NEW ZEALAND

FOR SMALL TO MEDIUM BUSINESSES

Take AIM with NZ Tax

AIM Presentation (Free to attend)  

Tax Admin Best Practice Process Workshop (Option to stay on)

This is a FREE EVENT to support your practice to establish how AIM might  work for you and your clients. Reckon is hosting this presentation and  consultative morning with Inland Revenue, covering all aspects of the  IRD’s AIM (Accounting Income Method) Initiative.

There is also the option of registering for lunch and training workshop  covering tax administration best practice processes and tips &  tricks.

DESCRIPTION

Christchurch

Thursday, 4 May 2017

Auckland

Friday, 12 May 2017

Learn moreLearn more

The Sticky Handshake Webinar Series - Networking Secrets

Please join Shaun Mahoney, the co-founder and CEO of The Sticky Handshake, for this informative and interesting three part webinar series to help you improve your networking skills. 
 

www.TheStickyHandshake.com.au - Where small business owners and professionals network and build great connections in their local community. Request a coffee meeting with one click and so much more - it’s all free

The Art of the First Impression

The power of the first impression! Our brain forms a first impression in just 6 seconds. 

Shaun will give you the tools to ensure you are creating the right first impression that will last.  He will also give you a 30 second tool to revolutionise how you make a first impression at a networking event.

Improve your Networking Event Experience

Frustrated with your networking?  Feel like you are wasting time and money attending all these events? 

Shaun will provide proven tips on how to make a radical difference in your networking experience.  This informative webinar will provide you the tools you need to make the right connections the first time.

The power of persistence

People don’t remember your name until they have seen it 7 times.

In this Webinar you will be given the tools and knowledge you need to build lasting and beneficial relationships in your network to really make a difference.  Shaun will show you the difference between persistence and pushy as well as showing how to utilise your connections to create referral based business leads.

Tues 23 May | 10.00 AM - 11.00 AM AEDT

Register now

Tues 6 June | 3.00 - 4.00 PM AEDT

Register now

Tues 20 June | 3.00 - 4.00 PM AEDT

Register now

FOR ACCOUNTANTS