EXPLORE THE LEARNING HUB

  • Managing SAFF Files for Payday Super – Reckon Accounts

    Managing SAFF Files for Payday Super – Reckon Accounts

    Learn how to use SAFF files to streamline your Payday Super processing in Reckon Accounts. Discover how to correctly configure, create, review and upload SAFF files to your clearing house, manage SMSFs, edit errors and handle superannuation returns and rejections.

  • Payday Super Masterclass

    Payday Super Masterclass

    Get prepared for Payday Super and understand what the changes mean for your business and Reckon Accounts and Reckon One. Learn how to set up and review your payroll and super, manage Qualifying Earnings, clearing house payments and SAFF files, stay SuperStream compliant, handle adjustments and errors, and understand the key compliance and cash flow…

  • Payroll EOY Masterclass

    Payroll EOY Masterclass

    Master your end-of-year payroll processes in Reckon Accounts and Reckon One. Learn how to reconcile and finalise STP submissions, prepare for new financial year changes, review super and leave liabilities, reconcile payroll figures and complete your Payroll EOY accurately and efficiently.

  • File Maintenance – New Hosted Experience

    File Maintenance – New Hosted Experience

    Learn how to keep your Reckon Accounts data file running smoothly and efficiently. Discover essential file maintenance practices, how to verify and rebuild your file, improve performance, manage file size and use the new Reckon Hosted experience to manage your files.

  • Excel – Hints and Tips Masterclass

    Excel – Hints and Tips Masterclass

    Discover practical Excel tips, tricks and shortcuts to help you work faster and more efficiently. Learn how to use filtering, conditional formatting, data lists, subtotals, pivot tables, graphs and other time-saving features, plus tips for exporting and reformatting accounting reports.

  • Excel Beyond the Basics

    Excel Beyond the Basics

    Build your Excel skills and learn how to work more efficiently with advanced features and functions. Discover how to use formulas, VLOOKUP, IF functions, cell linking, range naming, advanced graphs and practical AI tools — helping you analyse business data, streamline reporting and save time in Excel.

  • Payroll Setup & Processing

    Payroll Setup & Processing

    Learn how to set up and process payroll efficiently in Reckon Accounts and Reckon One. Discover how to configure employees and payroll preferences, manage leave, super and PAYG withholding, review payroll items and STP 2 setup, and use key reports — helping you run your payroll accurately and with confidence.

  • BAS Processing

    BAS Processing

    Learn how to confidently prepare, reconcile and lodge your BAS using Reckon Accounts and Reckon One. Discover how to set up GST tracking, reconcile your GST reports and general ledger, identify and correct errors, manage BAS payments and refunds, and complete key checks — helping you process your BAS accurately and efficiently.

  • Job Costing, Project Management & Class Tracking

    Job Costing, Project Management & Class Tracking

    Learn how to track and analyse jobs, projects and different areas of your business in Reckon Accounts. Discover how to use job costing, timesheets, budgets and Class Tracking, customise key reports and monitor project performance — helping you better understand profitability and manage your business with confidence.

  • Managing Employee Leave

    Managing Employee Leave

    Learn how to confidently manage employee leave in Reckon Accounts + Reckon One. Discover how to set up and process different leave types, manage accruals and leave loading, review employee balances, handle termination pays and customise leave reports — helping you calculate and report employee leave accurately.

  • Managing Superannuation

    Managing Superannuation

    Learn how to confidently manage superannuation obligations in Reckon Accounts/Hosted + Reckon One. Discover how to set up and review super items, manage salary sacrifice and RESC, process adjustments, update super rates and customise reports — helping you calculate, process and report super accurately and efficiently.

  • Template Design and Use

    Template Design and Use

    Learn how to create professional, customised document templates in Reckon Accounts. Discover how to add your logo and branding, use custom fields, duplicate and customise templates, add disclaimers and streamline documents such as quotes, purchase orders and sales orders — helping you create consistent, professional communications for your business.

  • Advanced Reporting

    Advanced Reporting

    Learn how to get more from your business data with advanced reporting in Reckon Accounts. Discover how to customise, filter and memorise reports, analyse business performance, manage budgets and forecasts, understand cashflow and export data to Excel — helping you uncover valuable insights and make better business decisions.

  • Bookkeeping Masterclass – Managing Your Chart of Accounts

    Bookkeeping Masterclass – Managing Your Chart of Accounts

    Learn how to set up and manage your Chart of Accounts to better understand and report on business performance. Discover how to organise accounts, track different business activities, manage credit cards and loans, handle transfers and optimise reporting — helping you keep your accounts structured, accurate and easier to manage.

  • Microsoft Outlook & Email Management

    Microsoft Outlook & Email Management

    Learn how to get more from Microsoft Outlook and take control of your inbox. Discover time-saving email tips, shortcuts, folder and contact management, meeting tools and practical AI features — helping you manage emails more efficiently, reduce inbox overwhelm and improve your day-to-day productivity.

  • How to Hire, Fire & Retire

    How to Hire, Fire & Retire

    Learn how to manage employees from their first day through to termination in Reckon Accounts. Discover how to set up employees correctly, manage payroll settings and leave balances, process termination payments, resolve past pay issues and review key reports — helping you manage employee changes accurately and confidently.

  • STP 2 Review Masterclass

    STP 2 Review Masterclass

    Learn how to review your STP 2 setup and ensure your payroll submissions are accurate and compliant. Discover how to identify common setup mistakes, correctly manage allowances, leave, salary sacrifice and income types, and understand the impact of STP 2 on end-of-year reconciliation.

  • Making Your Books Tax Ready

    Making Your Books Tax Ready

    Learn how to get your Reckon Accounts file tax-ready before sending it to your accountant. Discover how to reconcile GST and PAYG, identify opening balance issues, balance your figures, manage bad debts and review key year-end reports — helping you save time and avoid unnecessary accounting costs.

  • Introduction to AI – What It Is & How to Use It

    Introduction to AI – What It Is & How to Use It

    Get a practical introduction to AI and how it can be used in business. Learn about the key AI tools, data security, common myths and real-world applications across productivity, marketing, finance and customer engagement — helping you understand the technology and start using AI with confidence.

  • Microsoft Excel – Macros, Graphs & Charts

    Microsoft Excel – Macros, Graphs & Charts

    Learn how to use Excel graphs, charts and macros to present data more clearly and work more efficiently. Discover how to create and format charts, choose the right chart type, automate repetitive tasks with macros and export accounting data into Excel — helping you save time and turn complex information into useful insights.

  • Microsoft PowerPoint & Presentation Skills

    Microsoft PowerPoint & Presentation Skills

    Learn how to create more effective, engaging presentations using Microsoft PowerPoint. Discover time-saving shortcuts, presentation techniques, animations, transitions and AI tools, while building confidence in how you structure and deliver presentations — helping you communicate more clearly and professionally.

  • Budgeting and Planning – Reckon Accounts

    Budgeting and Planning – Reckon Accounts

    Learn how to create, manage and monitor budgets and forecasts in Reckon Accounts. Discover how to budget across customers, jobs, classes and multiple years, customise budget reports, identify trends and avoid common budgeting mistakes — helping you plan ahead and make more informed business decisions.

  • Advanced Payroll

    Advanced Payroll

    Learn how to confidently manage more advanced payroll functions in Reckon Accounts + Reckon One. Discover how to manage leave, salary sacrifice, employee loans and reimbursements, timesheets and electronic payments, while reviewing payroll setups and balancing payroll to your general ledger — helping you run payroll accurately and efficiently.

  • Reckon Accounts – Hints and Tips

    Reckon Accounts – Hints and Tips

    Discover practical tips and time-saving techniques to help you get more from Reckon Accounts. Learn how to speed up data entry, customise reports, streamline workflows, use memorised reports and transactions, improve navigation and optimise key settings — helping you work more efficiently and confidently in Reckon Accounts.

  • Show Me The Money – Managing Cashflow

    Show Me The Money – Managing Cashflow

    Learn how to better understand and manage your business cashflow. Discover how to analyse cashflow reports, identify potential shortfalls before they happen, understand where your money is going and manage growth sustainably — helping you make more informed financial decisions and keep your business on track.

  • How to Create and Leverage Pivot Tables

    How to Create and Leverage Pivot Tables

    Learn how to turn large amounts of business data into meaningful insights using Excel pivot tables. Discover how to create, customise and modify pivot tables, analyse Reckon Accounts data and use practical shortcuts and techniques — helping you save time, uncover trends and make more informed business decisions.

  • Managing Customers, Suppliers & Items

    Managing Customers, Suppliers & Items

    Learn how to get more from your customer, supplier and item setup in Reckon Accounts. Discover how to use custom fields and item types, clean up duplicate records, customise lists and reports, manage supplier payments and avoid common setup mistakes — helping you keep your data accurate, organised and easier to manage.

  • Getting Your Books Ready for Your Accountant + BAS Reconciliation

    Getting Your Books Ready for Your Accountant + BAS Reconciliation

    Get your Reckon Accounts file ready for your accountant with confidence. Learn how to reconcile GST and PAYG, identify opening balance issues, balance your figures, manage bad debts and review key year-end reports — helping you save time and avoid unnecessary accounting costs.