Document Management


For: Reckon Accounts Desktop AU/NZ

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Document Management




Australia and New Zealand

Trial available?



Microsoft Windows

Developer's website

Personable, Inc

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Contact number

+1 714 430 6944

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Document management solution that gives you the ability to easily file, retrieve and organize your source documents associated with each Reckon record!

SourceLink is a powerful software that allow you to attach, detach, view and even email linked documents in Reckon with a click of the mouse. The process of linking the documents is as simple as adding an attachment to an email. No required internet based document storage to slow down document retrieval, no on-going monthly or per document fee to add to your business costs, and no proprietary filing system giving you the flexibility for future growth!

Key features:

  • Fully integrate toolbar – a user friendly toolbar that allows you to link, email and view the files.
  • Drag/Drop linking feature – tired of browsing and looking for the files to attach? A simple drag and drop will link the documents for you!
  • Attach electronic sticky notes to the transaction records – questions or notes that you want to put on the transaction? SourceLink can help you with that!
  • Rename after attach – SourceLink will automatically file away and rename the documents according to the vendor’s name.
  • Turbo Folder – Linked documents are automatically filed into a centralized location viewable within Reckon.

Why use this app?

  • Drastically improve your audit trails and data integrity – When you have question regarding to the transactions, instead going back to the papers, you could simply click and view the source document you have attached.
  • Avoid problems with misfiled, damaged, and lost documents – everything will be electronic on SourceLink. You don’t have to worry about storing or even losing the documents anymore!
  • Accomplish your tasks with a well-designed and easy to use user interface – a simple SourceLink tool bar will take care of everything!
  • Improve Teamworks – SourceLink can be viewed by all who work on the company file, and bring great communication between employees.
  • A paperless office of Reckon – SourceLink eliminates the cost of filing and storing documents physically and create a paperless office!
  • No internet required – SourceLink can link and retrieve files without the reliance of internet based storage.
  • No Monthly fee! – SourceLink does not require user to pay eternal monthly storage fee.

Who is it for?
SourceLink is designed for small to large size companies looking for document management program.

What type of data is shared between the app and Reckon?

  • Customers
  • Products
  • Sales orders
  • Invoice

testimonials stars

I like the product very much and was impressed by the follow up of the support people. Since the initial installation it has worked flawlessly. My documents now go from the scanner to the shredder and with proper backup I have the assurance I can locate them as needed.

— Marty Jones | Design Pro

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