Best Of
Re: Copy / Paste from external sources into Reckon Accounts Hosted (CTRL + C, CTRL + V)
😍
Amazing!, I am new to Reckon and have been struggling not being able to copy and paste from outside sources.
Re: Customer Reporting
Hi @Feltonroad ,
Thank you for the update.
As I mentioned earlier, I believe there is not a direct filter for zero transactions customers but while I was going through the reports and filtering them, I found the " Income by customer Summary" report under Company and Financials.
This report shows your company's net sales income from each customer and job and also zero value if you select the month option. To see a list of the transactions that make up an amount, double-click the amount. I've highlighted the selected options in the image below.
I hope this helps!!
If you have any further questions, please let us know.
Kind regards,
Reeta
Reeta
Re: Drag & Drop not working for attachements
No, that one is slightly different. Our devs have got a ticket open for the erroneous behaviour around drag & drop for attachments.
We're targeting a release next week and I'll confirm tomorrow whether they've been able to include this in.
Rav
Re: Forgotten password for Reckon Home & Business
Somehow I have managed to get into a file to 30th June this year. I am now reluctant to close it down in case I cannot get back in to it. How do I go about setting a password or changing the password. If I can get back in to that file I will not lose too much data.
Re: Best way to record a new motor vehicle purchase?
I can help you with this if you would like to call me 0415 940843
Re: employee notes
Ok, thanks Rav - I do use this quite a bit actually as easier to have all info in the one place.
Thanks
Re: employee notes
You can always switch from Reckon Payroll to Reckon One. Please check this out - Book Switcher - Reckon Help and Support Centre
Also, did you get a chance to check in Reckon One - Contact Centre - Employee - General - Add Notes as mentioned in the below screenshot -
If this is something, you are looking for. Please let us know if that helps. Thank you!
Regards
Tanvi
Re: GST on sale of MV
glad to be of help, sorry I didn’t answer the call yesterday, any time, just text me first so I pick up



