Reckon Elite reporting for accounting firms
Turn your Reckon Elite practice data into clearer decisions.
Practice Clarity turns available Reckon Elite and approved practice data into a connected Power BI reporting layer helping your firm understand productivity, WIP, billings, recoverability and debtors within one consistent view.
Reckon Elite is now supported and developed as Access Elite. Reporting availability depends on your configuration, permissions, accessible data and agreed implementation scope.
Connected practice reporting
See the performance story behind your practice data.
Elite supports important accounting-practice processes. Practice Clarity provides an additional reporting layer configured around the management questions your partners and managers need to answer.
One reporting model
Review core practice measures consistently across partners, managers, teams, clients and service areas.
Earlier warning signs
Surface missed timesheets, ageing WIP and emerging performance issues before they become month-end surprises.
Connected information
Assess whether approved data from Elite and other systems can contribute to one consistent reporting environment.
Detailed answers
Move from a firm-wide result into the people, clients, jobs and transactions contributing to it.
Purpose-built reporting
Follow performance from time entered to cash collected.
Practice Clarity connects the core management-reporting areas of an accounting firm within one interactive Power BI reporting suite.
Timesheet compliance
Identify completed, missing or incomplete time entries before they affect downstream reporting.
Improve reporting completeness →Productivity
Compare available, productive and chargeable hours across teams, managers and individual staff members.
Turn concerns into evidence →Work in progress
Review current and aged WIP by client, partner, manager, employee, job and service area.
Surface ageing WIP earlier →Billings and recovery
Review invoicing, write-offs and recoverability across the people and clients responsible for the result.
See where margin is leaking →Debtors
Separate overdue balances from upcoming amounts and prioritise collection activity more effectively.
Make collections proactive →Module availability depends on your Elite configuration, permissions, accessible information and agreed implementation scope.
Role-based visibility
Give every level of the firm the right view.
Practice Clarity can provide firm-wide reporting and detailed operational analysis while applying appropriate access to the underlying information.
Firm-wide
Monitor overall productivity, WIP, billing, recovery and debtor performance across the practice.
Partners
Review relevant portfolios, client groups, managers, staff and service areas within a consistent model.
Managers
Identify operational issues affecting the clients, jobs and team members within their area.
Team members
Provide focused visibility into individual activity and measures relevant to each person’s role.
Implementation
Built around your firm’s reporting requirements.
We confirm the information available to your firm, agree on the reporting scope and configure the reporting environment around your structure, users and priorities.
Confirm requirements
Identify your reporting questions, priorities, users and the measures your firm needs to understand.
Assess the data
Review your Elite configuration, accessible information, permissions and any approved supplementary sources.
Build the model
Clean, structure and organise approved information within a secure Microsoft reporting environment.
Configure and embed
Configure reporting views, apply access controls, train users and incorporate reporting into management routines.
Practice Clarity does not replace Reckon Elite or Access Elite. Your team continues using its existing software while Practice Clarity provides an additional reporting layer around available and approved data.
Frequently asked questions
Reckon Elite reporting questions.
Does Practice Clarity replace Reckon Elite?
No. Your firm continues using Reckon Elite or Access Elite for its existing processes. Practice Clarity provides an additional Power BI reporting layer around available and approved data.
Is Reckon Elite now Access Elite?
Reckon’s Accountants Group, including Reckon Elite, was acquired by The Access Group. The product is now supported and developed as Access Elite, although many firms still know it as Reckon Elite.
Is every Elite field automatically available?
Not necessarily. Available reporting depends on your Elite configuration, permissions, accessible information and the agreed reporting scope.
Can information from other systems be included?
Potentially. We can assess whether approved information from Elite and other practice systems can be included within a connected reporting model.
How do we confirm what reporting is possible?
Start with a reporting review. We will discuss your priorities, assess the available information and confirm suitable reporting and implementation options.
Explore your reporting potential
What could clearer Reckon Elite reporting show your firm?
Book a reporting review to discuss your Elite environment, reporting priorities and the information your partners and managers need to see.