Help centre
Every screen, walked through.
17 short articles across 11 chapters. Searchable, screenshot-rich, and one click away from the video walkthrough.
Auth
Sign in to ReconLink with your practice email and password. New accountants register their practice; existing users land on this screen.
3 articles
BAS
Generate the quarterly BAS worksheet from coded transactions. Fields G1 through G19, 1A, and 1B follow ATO definitions; the summary view…
1 article
Clients
The clients page shows every business you serve. Click a row to drill into the client detail; use the "Add client" button to onboard a ne…
2 articles
Coding rules
Coding rules auto-apply account and GST codes to transactions matching a vendor pattern. The system suggests new rules after three identi…
1 article
CSV Import
Import bank statements as CSV or Excel. The Source pill on each import row tells you whether the batch was a manual upload or arrived thr…
1 article
Dashboard
The dashboard is your daily landing page. It surfaces practice-wide stats, the priority client list, and recent coding activity so you ca…
1 article
P&L
Profit & Loss statements summarise income and expenses by account code over a chosen period. Click Generate to pick a date range; open an…
2 articles
Portal
Clients sign in to the portal with the email their accountant invited. The portal is a separate session from the practice app.
2 articles
Reconciliation
Verify the bank balance for a period matches your coded transactions. Locked reconciliations prevent further edits to the affected transa…
1 article
Settings
Manage your account profile, change password, and configure practice-wide preferences from settings.
2 articles
Transactions
Code bank transactions one at a time or in bulk. The right-hand panel shows the active transaction with account-code and GST-code suggest…
1 article