Start here: shared BookFlo workflows

Access, company selection, Reckon readiness, rules and emailed drafts explained before you process transactions.

Last reviewed 29-09-2026

Use these guides before working in Bank Feed, Bills or Receipts. The links are proposed help-library locations, not a live help website.

Get started and choose a company: find your tools and distinguish connecting a file from selecting it for daily work.
Access and permissions: check which features your account can use, especially receipt upload-only access.
Accounting terminology: understand files, drafts, coding, pushes and reconciliation.
Troubleshoot Reckon and reference data: connection, product support, sync and uncertain push outcomes.
Create and manage coding rules: matching, actions, priority, suggestions and rule history.
Receive bills and receipts by email: destination addresses, approved senders and review controls.

Get started with BookFlo — Find your tools, select the right company and file, and prepare a connected Reckon Accounts Hosted file.
Understand access and receipt upload-only permissions — Learn why tools may be hidden and what receipt upload-only users can and cannot do.
BookFlo accounting terminology — Understand company groups, files, coding, drafts, pushes, rules and reconciliation in the BookFlo interface.
Troubleshoot Reckon connection and reference data — Resolve company-file selection, sync failures and uncertain pushes without creating duplicate transactions.
Create and manage coding rules — Set supplier/payee conditions, coding actions and priority; review suggestions and rule history.
Receive bills and receipts by email — Choose a file-specific intake address, approve senders, and review held or failed emailed drafts.