Best Of
Re: Items List
if they are sub categories they should remain the same but will be sorted alphabetically by the main category.
I would do a backup first and if it’s not suitable restore the backup
Re: Unrecoverable Error 16681 78290 / trying to edit a transaction.
Glad to hear the procedure has worked well for you.
Ensure you keep up with regular backups that include the 'Complete Verification' option enabled.
Datarec
Re: Memorised Reports in Reckon One
Absolutely brilliant! Will be using this straight away, thank you
Re: Memorised Reports in Reckon One
Yessssss!!!!! Amazing! Thank you for bringing this in!
Reckon One update! ✨ Custom saved reports, employee screen improvements & more!
This is a big one.
Reckon One has just received an update which includes some very highly requested improvements including the introduction of Custom Saved Reports, a simplified & more intuitive Reports screen and a lot more!
Check out the full inclusions below.
✨ Custom Saved Reports are here!
We're super excited to deliver the very highly requested; Custom Saved Reports!
This new feature allows you to make changes to any existing report in Reckon One and tailor it to your specific requirements then save it for easy access in future. It’s perfect for creating dedicated memorised reports for specific tasks, employees or business objectives, without having to reconfigure them each time!
To learn how to use Custom Saved Reports check out our how-to video here -
✨ A new simplified screen for Reports
Your reports screen has received a major upgrade! You can now browse, search and filter reports from one simplified screen with easy access to view, edit and save your reports.
No more working through multiple screens, all your reports are accessible in one spot with your favourite reports at the top!
✨ Custom Report Groups
You can now create your own custom groups for reports. This is particularly handy for custom saved reports and allows you to organise your reports into specific groups that are tailored to your business. For example, you could create a custom report group for a specific customer or employee and then create & save custom reports for that customer/employee to that dedicated group.
Learn more about custom report groups in our Custom Report how-to video here.
✨ Share your custom reports
You can choose to share your custom saved reports with other members of your team who you've shared your book with!
Shared users can also make their own adjustments to the report, ensuring everyone gets the insights they need, their way.
Note: You cannot unshare a custom saved report once its been shared.
✨ An updated Employee List screen
The employees list screen has received an upgrade built directly from your feedback!
We've said goodbye to the old left-side panel list and instead its been replaced with a brand new, full-screen employee list that supports search, filtering, and ability to customise on-screen data columns.
Some of the new updates to the new employee list screen include:
- Ability to search and filter employees across all statuses (Active, Archived, Terminated, Incomplete)
- Customisable table view to display key employee information columns
- Full page employee profiles with improved navigation and readability
- New, specific buttons to create or onboard new employees
- Updated pay details screens for greater clarity and consistency
To learn how to create a new employee, check out our how-to video here - Creating a new employee 🎥
Rav
Re: Memorised Reports in Reckon One
✅ IMPLEMENTED
I'm super excited to let you know this idea has now been implemented into Reckon One!
Custom Saved Reports are now available which lets you save and memorise any changes you make to a report. The custom report is saved for easy access in the future.
With this release you can also create your own Custom Report Groups! This helps you organise your custom reports into specific groups. For example, you could create a custom report group for a specific customer or employee and then create & save custom reports for that customer/employee to that dedicated group.
For more info on Custom Saved Reports check out our latest release announcement here -
Custom Saved Reports for Reckon One is now available! 🚀Massive thank you to @885566 for raising this idea and to everyone who has voted for it 🙂
Rav
Re: Memorised Reports in Reckon One
Fantastic News Rav. Thank you so much. This is going to be really useful
885566
Custom Saved Reports for Reckon One is now available! 🚀
A very highly requested feature is finally here! Custom saved reports are now available in Reckon One.
Custom reports allow you to customise any report in Reckon and tailor them to your requirements then save that report for easy access. This allows you to create dedicated, specialised reports for specific customers, employees, accounts and more!
✨ Create & save Custom Reports
This new feature allows you to make changes to any existing report in Reckon One and tailor it to your specific requirements then save it for easy access in future. It’s perfect for creating dedicated memorised reports for specific tasks, employees or business objectives, without having to reconfigure them each time!
Learn how to use Custom Saved Reports with our how-to video here - Custom Reports 🎥
✨ Create your own Custom Report Groups
You can now create your own custom groups for reports! This is particularly handy for custom saved reports and allows you to organise your reports into specific groups that are tailored to your business. For example, you could create a custom report group for a specific customer or employee and then create & save custom reports for that customer/employee to that dedicated group.
✨ Sharing custom reports
You can choose to share your custom saved reports with other members of your team who you've shared your book with!
Shared users can also make their own adjustments to the report, ensuring everyone gets the insights they need, their way.
✨ Copy and edit custom reports
You can edit a custom report at any time and even make copies of custom reports!
✨ A brand new, simplified dashboard for reports!
Your reports screen has received a major upgrade! You can now browse, search and filter reports from one simplified screen with easy access to view, edit and save your reports.
No more working through multiple screens, all your reports are accessible in one spot with your favourite reports at the top!
ℹ️ Learn how to create Custom Reports in Reckon One
Custom reports are available now! Check out our how-to video to learn how to create custom reports in your Reckon One book here - Custom Reports 🎥 or our detailed help guide.
Rav
Re: Staff training remotely
Jacky, another alternative is you could pay for the 2nd user monthly if you won't need both licences for the full 12 months - just a thought.