K Factors + Reckon One Integrations
How to connect K Factors + Reckon One
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select BookRequired
The name of the Reckon One book you wish to use in this zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select BookRequired
Contact TypeRequired
Indicates that this contact is a person (individual) or a business.
Display NameRequired
The unique identifier of the contact (reference/ display name).
Is ActiveRequired
Indicates whether the contact is active.
Is This a Customer
Indicates whether this contact is a customer.
Is This a Supplier
Is This a Superfund
Indicates whether this contact is a Superfund.
Is This an Employee
Indicates whether this contact is an employee. This cannot be true if contact is also selected as either a customer, supplier or Superfund.
Surname or Business NameRequired
The surname (if individual) or business name (if company) of this contact.
First Name or Branch Name
The first name (if individual) or branch name (if company) of this contact.
Area Code of Phone Number
Eg 02.
Phone Number (Landline)
Eg 95775000.
Mobile Prefix
Eg 040.
Mobile Number
Eg 12345.
Tax Number
Taxation number required by contacts country, e.g. ABN is Australia or IRD number in NZ.
Fax Area Code
Eg 02.
Fax Number
Eg 95775000.
Email
Website
Is Subject to TPAR
Indicates whether the contact needs to submit to the ATO a Taxable Payments Annual Report (TPAR). Applies only to Australia.
Notes
Customer Credit Limit
If contact is a customer, this is the maximum amount of credit acceptable for this contact.
Is Business Address Different
Indicates whether there are multiple addresses for this contact. eg. Does the business have a postal address and a business (physical) address?
Location
This sets whether the contacts address should be tagged as international.
Address Type
Address Line 1
Address Line 2
Address Line 3
Suburb
Postcode
Town
This field sets the town for the contact is only added to contacts which are set to be setup as International contacts.
State
Country
The country of the contacts address. Please note that this is only used for contacts which are set to International.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BookRequired
The book to which the invoice will be added to.
CustomerRequired
The entity for whom the invoice is create for. Can be either the internal identifier or the customers display name.
Transaction DateRequired
Date on which the transaction occurred.
Amount Tax StatusRequired
For this transaction, this indicates whether tax doesn't apply to amounts or if it does whether amounts are shown inclusive or exclusive of tax.
Total AmountRequired
Sum of amounts from all lines including tax, factoring in any discounts to individual lines or the invoice as a whole.
Printing TemplateRequired
Predefined printing layout. Can be either internal identifier or name of template.
Total Tax
The sum of tax from all lines, factoring in any discounts to individual lines or the invoice as a whole.
Payment Terms
A predefined setting that determines an invoices due date based upon the invoices transaction date and a specific calculation. Can either be the internal identifier or the name of the payment terms.
Classification
A user defined classification. Can either be the internal identifier or the name of the class.
Notes
Due Date
Date on which invoice is due. If a payment term is defined then this should be left empty.
Reference
User supplied reference.
Service Date
The service date for the item specified on this line.
Item
The product or service being charged for. Can either be the internal identifier or the user visible name. Must not be set in conjunction with account. if used then unit price must be set and optionally quantity.
Line Identifier
Internal identifier for the line. Can be left empty unless this line is acting as parent to others.
Item Price (Net)
The tax exclusive (net) price of the item being paid for. Should only be set when in conjunction with Item.
Item Price Precision
Number of significant digits right of decimal point in unit price. Should only be set in conjunction with item.
Item Tax
The tax on the item price. Should only be set in conjunction with Item. Leave empty if tax is not applicable or if "Automatically Calculate Tax" is true.
Project
Project associated with product or service being purchased. Can be either internal identifier or name of project.
Account
General ledger account the amount should be debited or credited to. Can be either internal identifier or name of account. Must not be set in conjunction with item.
Description
Intended to be used to display a description of what has been purchased, however can be used for additional text.
Quantity
Used in conjunction with Item, this indicates the quantity of the product or service purchased. If not specified, quantity is assumed to be 1.
Discount Amount
A monetary discount excluding tax. For example, if a $1 discount is given on an item with 10% tax then this should be 0.9.
Discount Tax
The portion of a monetary discount that is tax. For example, if a $1 discount is given for an item with 10% tax then this should be 0.1.
Discount Amount Precision
Number of significant digits right of decimal point in discount amount.
Discount Percentage
The discount if it is specified by a percentage. Must be either empty (no discount) or set to a value greater than 0 but no more than 100. It should not be set when "Discount Amount" is also set.
Tax Code
Identifies which tax was applied to this line. Can be either internal identifier or a tax code that a user will see.
Tax
Total tax for line item. Leave empty if tax is not applicable or if "Automatically Calculate Tax" is true.
Tax Modified
Indicates whether tax was manually altered.
Exclusive Amount
Total tax exclusive (net) amount of line item.
Discounted Amount
Total tax exlusive (net) amount for line minus any discount.
Discounted Tax
Total tax for line minus any discount. Leave empty if tax is not applicable or if "Automatically Calculate Tax" is true.
Has Data to PostRequired
Indicates whether line contains financial data that needs to be posted to the general ledger.
Parent Line Identifier
Identifier of line which is the parent to this line.
Is Subtotal
Indicates line is to be used to display a subtotal. Lines which it is totaling should be children of this line.
Print Group as Single Line
When line has one of more child lines, this indicates whether a single line with total is printed or all lines are printed.
Is Hidden
Indicates whether line is not visible to user. Should not be used with line containing amounts.
Billable
Identifier of billable item, e.g. timesheet entry & expense claim.
Automatically Calculate Tax
Indicates whether tax for line should be calculated. Do not set invoices total tax if used.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BookRequired
The book which the payment is to be added to.
Transaction DateRequired
The date on which the payment occurred.
SupplierRequired
The entity to whom the payment was made.
Bank AccountRequired
The bank account or credit card that was used to make the payment.
Transaction AmountRequired
Tax inclusive (gross) amount of payment.
Amount Fully Allocated
Indicate whether payment amount equals sum of amounts for new or existing transactions referenced in this payment.
Details
Reference
Use to record any transaction identification.
Allocation Notes
Payment Method
The method of payment, e.g. cash, direct debit, etc.
Accounts Payable
The accounts payable account associated with any payable accrual transactions allocated to in this payment.
Accounts Receivable
The accounts receivable account associated with any receivable accrual transactions allocated to in this payment.
Type
The type of transaction to which money is being allocated to. Valid values include: 2 (bill), 4 (credit note) and 9 (expense claim).
Amount
The amount of money that is being allocated to the transaction.
Transaction
Transaction to which money is being allocated to. This can either be the transactions internal identifier or its human readable identifier.
Project
The project associated with the line item. This can either be the projects internal identifier or its human readable identifier.
Item
The item being paid for. This can either be the items internal identifier or its human readable name.
Account
The account to which the money will credited or debited to. This can either be the accounts internal identifier or its human readable name. If an item is specified this must be set to the purchase account for said item.
Description
Quantity
The number of items being paid for. If left blank a quantity of 1 is assumed. Should never be zero nor used when an account is specified,.
Item Price
The tax exclusive (net) price of the item being paid for.
Item Tax
The tax on the item price.
Item Price Precision
Number of decimal places in unit price.
Discount Amount
A monetary discount excluding tax. For example, if a $1 discount is given on an item with 10% tax then this should be 0.9.
Discount Tax
The portion of a monetary discount that is tax. For example, if a $1 discount is given for an item with 10% tax then this should be 0.1.
Discount Percentage
The discount if it is specified by a percentage. Value should be range from 0.01 (1%) to 1 (100%). It should not be set when "Discount Amount" is also set.
Tax Code
The applicable tax code. This can either be the tax codes internal identifier or its human readable identifier.
Tax
The total tax for the line factoring in any discount.
Net Amount
The total for the line factoring in any discount, but excluding any tax amount.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BookRequired
The book to which the item will be added to.
Item Identifier
Identifier of item.
NameRequired
Name of item. Must be unique.
Is ActiveRequired
Indicates whether the item will appear as an option where an item can be selected in a transaction. Has no effect if the item has previously been selected. If the item is part of a hierarchy, then this item cannot be active if parent is not.
Is PurchasedRequired
Indicates whether item is purchased from another entity.
Is SoldRequired
Indicates whether the item is sold to other entities.
Type of ItemRequired
Indicates whether item is a product or service.
Show Prices as Tax InclusiveRequired
Indicates whether the items sale and purchase prices are shown as tax inclusive.
Sale Price
Amount item is sold for.
Sale Price Decimal Places
Number of decimal places used when sale price is entered by user.
Sale Price Is Tax Inclusive
Indicates whether sale price was entered as a tax inclusive amount.
Sale Account
Revenue account to which a credit is posted to when item is used in a transaction. This must be set if the item is marked as being sold.
Sale Tax Code
Tax code applicable when item is sold.
Sale Description
A description of the item that will appear on sale related transactions, e.g. invoices.
Purchase Price
Amount item is purchased for.
Purchase Price Decimal Places
Number of decimal places used when purchase price is entered by user.
Purchase Price Is Tax Inclusive
Indicates whether purchase price was entered as a tax inclusive amount.
Purchase Account
Expense account to which a debit is posted to when item is used in a transaction. This must be set if the item is marked as being purchased.
Purchase Tax Code
Tax code applicable when item is purchased.
Purchase Description
A description of the item that will appear on purchase related transactions, e.g. bills.
Parent Item
Items can be configured into a hierarchy. If set, this identifies which item is the parent item in such a structure.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Widget idRequired
From date
To date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select BookRequired
The name of the Reckon One book you wish to use in this zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select BookRequired
The name of the Reckon One book you wish to use in this zap.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BookRequired
The book to which the customer adjustment note will be added to.
CustomerRequired
The entity for whom the customer adjustment note is created for. Can be either the internal identifier or the customers display name.
Transaction DateRequired
Date on which the transaction occurred.
Amount Tax StatusRequired
For this transaction, this indicates whether tax doesn't apply to amounts or if it does whether amounts are shown inclusive or exclusive of tax.
Total AmountRequired
Sum of amounts from all lines including tax, factoring in any discounts to individual lines or the customer adjustment note as a whole.
Printing TemplateRequired
Predefined printing layout. Can be either internal identifier or name of template.
Total Tax
The sum of tax from all lines, factoring in any discounts to individual lines or the customer adjustment note as a whole.
Classification
A user defined classification. Can either be the internal identifier or the name of the class.
Notes
Reference
User supplied reference.
Item
The product or service being charged for. Can either be the internal identifier or the user visible name. Must not be set in conjunction with account. if used then unit price must be set and optionally quantity.
Item Price (Net)
The tax exclusive (net) price of the item being paid for. Should only be set when in conjunction with Item.
Item Price Precision
Number of significant digits right of decimal point in unit price. Should only be set in conjunction with item.
Item Tax
The tax on the item price. Should only be set in conjunction with Item. Leave empty if tax is not applicable or if "Automatically Calculate Tax" is true.
Project
Project associated with product or service being purchased. Can be either internal identifier or name of project.
Account
General ledger account the amount should be debited or credited to. Can be either internal identifier or name of account. Must not be set in conjunction with item.
Description
Intended to be used to display a description of what has been purchased, however can be used for additional text.
Quantity
Used in conjunction with Item, this indicates the quantity of the product or service purchased. If not specified, quantity is assumed to be 1.
Discount Amount
A monetary discount excluding tax. For example, if a $1 discount is given on an item with 10% tax then this should be 0.9.
Discount Tax
The portion of a monetary discount that is tax. For example, if a $1 discount is given for an item with 10% tax then this should be 0.1.
Discount Amount Precision
Number of significant digits right of decimal point in discount amount.
Discount Percentage
The discount if it is specified by a percentage. Must be either empty (no discount) or set to a value greater than 0 but no more than 100. It should not be set when "Discount Amount" is also set.
Tax Code
Identifies which tax was applied to this line. Can be either internal identifier or a tax code that a user will see.
Tax
Total tax for line item. Leave empty if tax is not applicable or if "Automatically Calculate Tax" is true.
Tax Modified
Indicates whether tax was manually altered.
Exclusive Amount
Total tax exclusive (net) amount of line item.
Discounted Amount
Total tax exlusive (net) amount for line minus any discount.
Discounted Tax
Total tax for line minus any discount. Leave empty if tax is not applicable or if "Automatically Calculate Tax" is true.
Has Data to PostRequired
Indicates whether line contains financial data that needs to be posted to the general ledger.
Automatically Calculate Tax
Indicates whether tax for line should be calculated. Do not set invoices total tax if used.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BookRequired
The book to which the item will be added to.
NameRequired
Name of item. Must be unique.
Is ActiveRequired
Indicates whether the item will appear as an option where an item can be selected in a transaction. Has no effect if the item has previously been selected. If the item is part of a hierarchy, then this item cannot be active if parent is not.
Is PurchasedRequired
Indicates whether item is purchased from another entity.
Is SoldRequired
Indicates whether the item is sold to other entities.
Type of ItemRequired
Indicates whether item is a product or service.
Show Prices as Tax InclusiveRequired
Indicates whether the items sale and purchase prices are shown as tax inclusive.
Sale Price
Amount item is sold for.
Sale Price Decimal Places
Number of decimal places used when sale price is entered by user.
Sale Price Is Tax Inclusive
Indicates whether sale price was entered as a tax inclusive amount.
Sale Account
Revenue account to which a credit is posted to when item is used in a transaction. This must be set if the item is marked as being sold.
Sale Tax Code
Tax code applicable when item is sold.
Sale Description
A description of the item that will appear on sale related transactions, e.g. invoices.
Purchase Price
Amount item is purchased for.
Purchase Price Decimal Places
Number of decimal places used when purchase price is entered by user.
Purchase Price Is Tax Inclusive
Indicates whether purchase price was entered as a tax inclusive amount.
Purchase Account
Expense account to which a debit is posted to when item is used in a transaction. This must be set if the item is marked as being purchased.
Purchase Tax Code
Tax code applicable when item is purchased.
Purchase Description
A description of the item that will appear on purchase related transactions, e.g. bills.
Parent Item
Items can be configured into a hierarchy. If set, this identifies which item is the parent item in such a structure.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BookRequired
The book which the receipt is to be added to.
Transaction DateRequired
The date on which the receipt occurred.
CustomerRequired
The entity from whom the payment was received from.
Bank AccountRequired
The bank account or credit card that the payment was paid to.
Transaction AmountRequired
Tax inclusive (gross) amount of receipt.
Amount Fully Allocated
Indicate whether receipt amount equals sum of amounts for new or existing transactions referenced in this receipt.
Details
Reference
Use to record any transaction identification.
Allocation Notes
Payment Method
The method of payment, e.g. cash, direct debit, etc.
Accounts Payable
The accounts payable account associated with any payable accrual transactions allocated to in this payment.
Accounts Receivable
The accounts receivable account associated with any receivable accrual transactions allocated to in this payment.
Type
The type of transaction to which money is being allocated to. Valid values include: 1 (invoice) and 3 (bill credit).
Amount
The amount of money that is being allocated to the transaction.
Transaction
Transaction to which money is being allocated to. This can either be the transactions internal identifier or its human readable identifier.
Project
The project associated with the line item. This can either be the projects internal identifier or its human readable identifier.
Item
The item being paid for. This can either be the items internal identifier or its human readable name.
Account
The account to which the money will credited or debited to. This can either be the accounts internal identifier or its human readable name. If an item is specified this must be set to the purchase account for said item.
Description
Quantity
The number of items being paid for. If left blank a quantity of 1 is assumed. Should never be zero nor used when an account is specified,.
Item Price
The tax exclusive (net) price of the item being paid for.
Item Tax
The tax on the item price.
Item Price Precision
Number of decimal places in unit price.
Discount Amount
A monetary discount excluding tax. For example, if a $1 discount is given on an item with 10% tax then this should be 0.9.
Discount Tax
The portion of a monetary discount that is tax. For example, if a $1 discount is given for an item with 10% tax then this should be 0.1.
Discount Percentage
The discount if it is specified by a percentage. Value should be range from 0.01 (1%) to 1 (100%). It should not be set when "Discount Amount" is also set.
Tax Code
The applicable tax code. This can either be the tax codes internal identifier or its human readable identifier.
Tax
The total tax for the line factoring in any discount.
Net Amount
The total for the line factoring in any discount, but excluding any tax amount.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
How K Factors + Reckon One Integrations Work
- Step 1: Authenticate K Factors and Reckon One.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
Related categories
About Reckon One
Related categories
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