set up an account that totals other accounts in Reckon one

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Terry Body
Terry Body Member Posts: 5 Novice Member Novice Member
edited October 2024 in Reckon One
I have two different types of Freight inwards Accounts. In account inquiries i can see both accounts, but i would like to see a total of both accounts. Is this possible and how do i do it? i am using Reckon One 2015

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  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited August 2019
    Nope
  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited August 2019
    Pretty sure Its Reckon one. There isnt different versions
  • Terry Body
    Terry Body Member Posts: 5 Novice Member Novice Member
    edited December 2016
    Yes Kevin, its Reckon One. I bought it in 2015 and am still coming to grips with it
  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited August 2019
    Keep going
  • Terry Body
    Terry Body Member Posts: 5 Novice Member Novice Member
    edited December 2016
    sorry, I said initially that i have a few different freight accounts set up but it would be handy to have a total of those accounts separately. is this possible in Reckon One if so how?
  • Qwerty
    Qwerty Member Posts: 208 Novice Member Novice Member
    edited March 2017
    13/12/2016

    Hi Terry,

    Try this.

    1. View the 'Account Enquiry' report
    2. Click 'Show more options'
    3. Change the 'Accounts' option from 'All' to 'Selected' & select only the account(s) you want to report on
    4. Change the report period to 'All dates'
    5. Click the 'Refresh' button in the report

    You should see the balance of each selected account separately (not combined unfortunately).

    This report can be run on either cash or accrual basis.
  • Terry Body
    Terry Body Member Posts: 5 Novice Member Novice Member
    edited December 2016
    Thanks for that Qwerty. I also get to the accounts through Chart of Accounts, account name then view transactions, but again unfortunately i cannot combine two or more accounts. Small problem.
  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited August 2019
    Terry its a limitation. Not sure its a problem. If its an issue then Reckon one is probably not for you.
  • Terry Body
    Terry Body Member Posts: 5 Novice Member Novice Member
    edited December 2016
    Hi Kevin, no problem, just a limitation of my wording, not an issue.
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