Support

Start with the FAQ and the user manual (the "User guide" button inside each app). If that does not answer it, email [email protected] with the product name, what you did, what you expected and what happened. Screenshots help.

Fair use support policy

Accountants and bookkeepers

No charge to open client files

REX Accounts keeps each business in a single data file. Your client can send you a copy (Settings, Backups, "Save a copy as…") or you can open their file on their computer; either way the same licence key covers you, and nothing needs to be bought for the practice.

What you get

Profit and Loss, Balance Sheet, Trial Balance, aged receivables and payables, GST101A figures, cash flow, budget versus actual, and a Report Writer that exports any list or summary to a spreadsheet for your working papers.

Be listed

If you support clients on REX Accounts and would like to be listed here as a REX-friendly practice, email [email protected] with your practice name, location and contact details.

Getting bank statements into REX Accounts

REX Accounts imports CSV and QIF files. Every bank below can export one from internet banking; the exact menu names change from time to time, so treat these as the general route. Then in REX Accounts open Banking, choose the account and click Import CSV or Import QIF.

ANZ (NZ)

Accounts, choose the account, Export transactions. Pick the date range and CSV (or QIF), then Export.

ASB

Open the account, Export, choose the date range and the CSV or QIF format, then Export.

BNZ

Open the account, Export transactions, set the dates and choose CSV or QIF.

Kiwibank

Open the account, Export, choose the dates and the CSV format.

Westpac (NZ and AU)

Open the account, Export transactions, choose the dates and CSV (NZ also offers QIF).

TSB, Heartland, SBS, Co-operative Bank

Open the account, look for Export or Download transactions, choose CSV. If only a PDF is offered, ask the bank for CSV export; all of these support it.

CommBank, NAB, ANZ (AU)

Open the account, Export or Download, choose the dates and CSV (NAB and CommBank also offer QIF).

Columns REX understands

Date, Description (or Particulars/Details/Payee) and Amount, or separate Debit and Credit columns. Dates in day-month-year or ISO order both work. Duplicates already imported are skipped.

Common problems

Windows says "Windows protected your PC"

Click More info, then Run anyway. The installer is not yet signed with a Microsoft certificate, which is what triggers the warning.

Mac says the app is from an unidentified developer

Right-click the app in Applications, choose Open, then Open again. This is needed once.

"Key does not match this client name" or "this user name"

Type the name exactly as it appears in your key email: the company name for REX Accounts, including "Ltd" or "Limited" if it is there, or the licensed user's name for Paperworks and Visio2DXF. Capitals and spaces do not matter; extra words do.

Which name do I type for Paperworks or Visio2DXF?

The licensed user's name exactly as it appears in your key email (capitals and spaces do not matter). To have your company shown at the bottom of the window as well, type it in the optional Company box; it is for display only and does not change the key.

Forgot your username or password

On the REX Accounts sign-in screen click "Forgot your username or password?", enter the company name and licence key from your purchase email, and set a new password.

The REX Accounts trial has ended

Your data is safe. Buy a licence, then enter the key on the activation screen or under Settings, Licence. Everything carries on where you left off.

Restoring a backup

Settings, Backups lists the automatic backups REX Accounts keeps. An administrator can restore one with a click; the current file is backed up first.

Where is my licence key?

REX Accounts: the key is emailed to the address you bought or requested the trial with; check the junk folder. Paperworks and Visio2DXF: the key is emailed to the address you bought with, at once. If it has not arrived, email [email protected] with your name and order number.