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Date transaction was entered or updated

Accounts Plus made available the date a transaction was entered/created and updated. I have not been able to find this column/field in Reckon One. Just looking for confirmation of whether or not it is available in Reckon One.

PCsforKids

1

Re: List transactions by user

Thank you Lucas. Yes I mean the user who created or update the transaction. A report that listed the transactions and View History lines for each would be ideal.

PCsforKids

1

List transactions by user

How do I see all transactions for a user? Only place I have found user for a transaction is under View History.

PCsforKids

1

Re: Bank Payments - Reckon One (Reckon Payroll Payments Only)

Hi @Samantha_9713244 ,

Thank you for reaching out.

As Lucas is currently away, I’m here to assist you with your inquiry.

If you have already terminated the employee, you can easily archive them by navigating to their profile. Once you click on the employee, on the right-hand side of the page, you’ll find the "Options" menu, where you can select the option to archive the employee. This will remove them from the active list. I’ve attached an image below for your reference.

If you have any further questions or need additional assistance, please don’t hesitate to let me know.

Kind regards,

Reeta

1

Re: Changing reports from Cash to accrual

Hi @earthmoving1

Thank you for your query!!

You can change the reporting basis by following these steps:

Click on "Edit" in the top menu.
Select "Preferences."
Go to "Tax" and then choose "Company Preferences."
Under "Tax Reporting Basis," you can select either "Cash" or "Accrual."

Please remember to revert back to the original selection once you’ve made your changes. I’ve also attached an image below to guide you through the process.

I hope this helps.

If you have any further questions, please feel free to reach out.

Kind regards,

Reeta

1

Re: Hotmail/Outlook

Hi @54668

While we look into the issue with emailing using outlook (new) could you try and install outlook (classic) using this link I found on Microsoft's support page.

Keeping the email provider as Outlook, I’ve had success emailing with the classic version.

Let me know how it goes

Jason_Z

1

Re: Recurring Unexpected error when generating transaction reports

Thank you for the update, Rav. I have spent a long career in IT, mostly software development management and so I feel your pain and understand that reports not running appears a simple issue from the outside but could involve deep complexities. As a user, however, I just want it to work😀

PCsforKids

1

Re: Changing reports from Cash to accrual

Hi earthmoving1,

You're welcome!!

I am glad I could assist you. If you have any further queries or need any help in future, please do not hesitate to reach out.

Wishing you a fantastic day as well!!

Kind regards,

Reeta

2

Re: Accounts Hosted My Live (Q) file

@SalCow You can easily delete files by selecting the file (right-click on it to do this, but NOT on the file name itself) then press Del on your keyboard. Unfortunately, you can't do this in bulk though, only one file at a time.

I create folders for everything & put files into the applicable folder(s) instead, then if ever necessary, the whole folder can be deleted 😊