Reckon Product Ideas

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Allow users to change financial year start date

As a Reckon One user, I want to be able to change a financial year start date after setting my book up. At the time of setting up my book I may not realise how important it is to get this date right, so allowing it to be edited will be a great benefit.

As a Reckon One partner, I may realise some of my Reckon One clients has set their financial year start date wrong. I would like to be able to change this.

  • Guest
  • Aug 2 2016
  • Under Consideration
  • Attach files
  • Guest commented
    1 Jun 04:55am

    Really need an alternative solution for this idea if it is not going to be implemented. Option to start a new book with the correct financial year start date and then ability to merge the books together would be ideal.

  • Admin
    Jason Hollis commented
    4 Dec, 2019 03:54am

    Hi guys. The update is we can't fix this without breaking a whole heap of stuff. We are going to have another look at it in the first half of 2020 and essentially fix the stuff we break (without effecting existing users) > there's a fair bit involved to get this right so please bear with us.

  • Guest commented
    2 Dec, 2019 10:56am

    Hello Reckon Team.  Is there any update on how you are going with making this adjustment.  Thank you for your time and attention to this matter

  • Guest commented
    2 Dec, 2019 10:34am

    This is especially necessary to non profit organisations who can and do change their financial year. Please move this enquiry from consideration to action!!!  This is so need where mistakes are made with start date of book and so much work has been done before realising the mistake.

  • Guest commented
    29 May, 2019 02:20pm

    Yes I too would like this function as my client incorrectly set up their year end date and have entered a whole years' worth of transactions which will have to be done again!

  • Admin
    Jason Hollis commented
    6 Mar, 2019 04:05am

    Thanks Mouhamad - great feedback and definitely makes the team feel good when we get great feedback :) We will definitely take another look at this in the second half of the year and try and solve the issue. 

  • Guest commented
    5 Mar, 2019 11:36pm

    We changed our financial year legally but not able to do it in Reckon One. Reckon One is a great product, for me I think this is the single negative experience I have had. If this can be changed, it's all positive

  • Admin
    Jason Hollis commented
    30 Jan, 2019 11:21pm

    Apologies as this was incorrectly updated yesterday. We have investigated this idea and it is technically difficult for us to achieve. We have however been able to allow the adjustment of the book start date

    That said, we will leave this idea open and devote some additional time to it later this year once our compliance releases are out the door (which this year include pay events for NZ, single touch payroll for AU [under 20 employees], and making tax digital VAT updates for the UK). 

    Thank you for your patience - I know it sounds like an easy change to make, but unfortunately it isn't :( 

  • Guest commented
    16 Jan, 2019 03:51am

    Me too.  I've been trialing Reckon One for the last few weeks.  This was an immediate frustration.

  • Guest commented
    30 Apr, 2018 10:11am

    We changed our official financial year start date last year. Good thing we did that before hearing about Reckon.