Reckon One - Duplicate Customer Adjustment Notes

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Reckon FAQs
Reckon FAQs Reckon Staff Posts: 311 Reckon Staff Reckon Staff
edited October 2024 in Reckon One
Hi everyone!

As part of our ever evolving cloud software Reckon One, we are pleased to advise we have added new functionality in our most recent update on October 19.

Reckon One users will now be able to create a new customer adjustment note (CAN) using the data from an existing CAN via the Make a copy option

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Things to note:
  • The Make copy option is only available when viewing an existing CAN
  • If sales approvals are disabled, the newly copied CAN will have a default status of UNUSED
  • If sales approvals are enabled, the newly copied CAN will have a default status of DRAFT
  • The newly copied CAN will use today’s date by default & not the date of the copied CAN
  • The newly copied CAN will use the next available CAN number
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