expensemanager + Reckon

Reckon Specialists

expensemanager and Reckon combine the power of desktop accounting with the magic of the cloud.

With our one click API integration to Reckon Accounts Hosted delivers our powerful spend management with an accounting solution for bigger businesses.

Let your software work together

Reckon Accounts Hosted

Our one click API integration to Reckon's bigger business cloud ERP software allows for seamless integration

Reckon Accounts Desktop

An easy upload takes data from expensemanager straight into where you need it in Reckon Desktop. It includes dimensions such as classes and names.

Reckon One

An API integration to Reckon One which transfers data with a click of a button.

Integration Quality

Enhances Reckon functionality

Enhances Reckon functionality with a mobile app, OCR scanning, reporting on budgets, tracking spend and approval workflows.

Credit card reconciliations

Push credit card transactions through to Reckon as journals with expense lines and credit line for each transaction.

Direct links

Direct links back to expensemanager are included as standard for a direct link back to view receipts, invoices, expense details and audit history.

Purchase Orders

Enter purchase orders in expensemanager and match them with invoices before invoices get exported and paid out of Sage.

Invoice automation

Harness expensemanagers powerful scanning and approval workflows to ensure only valid invoices are loaded into Reckon for payment.

Dimensions

Post data to all the dimensions enabled in Reckon Accounts Hosted such as classes, jobs and customers.

Frequently Asked Questions

Yes, the credit card claims are exported to Reckon as journal transactions.

Setting up Reckon integration is an easy process. expensemanager will provide you clear instructions on what you need to do on your end to setup the integration.

Yes, we can multiple multiple categories in expensemanager which will link to different files in Reckon.

We provide a hyperlink back to the transaction in expensemanager so the user just needs to click on them or copy/paste them into a browser to view the full transaction details including the receipt or invoice, transaction details, audit history and linked purchase orders.

In most cases, the bills and the journals are exported as drafts, so the users can edit them before posting or releasing. However, all claims are released by the accounts payable team in expense manager prior to being sent to Reckon where they have the option to make changes to ensure data consistency.

No, expensemanager can match with the accounts or suppliers setup in Reckon using the names rather than the codes.

See how we can help

Easily manage your expense and invoice processes.