Incoming Cash Reports

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Carlisa Silby
Carlisa Silby Member Posts: 9 ✭
edited June 2019 in Personal Plus and Home & Business
Reckon personal plus software needs reports on incoming deposits only. These type of reports seem to be totally missing. 

Particularly where you can print a report of all incoming cash from a specific payee. 

There seems to be no reporting at all in this area. 

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  • Andrew Christie
    Andrew Christie Member Posts: 149 ✭
    edited June 2019
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    Hi Calisa
    All reports allow you to show only deposits, you can also filter by payee. For instance use the 'cash flow' report. Go to menu > reports > banking then 'customise' report > advanced tab and select deposits only. Open up Payee tab and type in a payee and then OK.

    The program also has specific 'payee' reports - goto Menu > Reports > Spending > Income and Expense by Payee > click on Payee TAB to filter.

    Another good one is Menu > Reports > Banking > Transaction > then 'customise' the report as before

    regards

    Andy
  • Carlisa Silby
    Carlisa Silby Member Posts: 9 ✭
    edited February 2017
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    Hello Andy,

    Thanks for your suggestions.

    It would be nice if there was deposit ones you could just run without having to delve into all the settings.

    Kind regards,

    Carlisa
  • Andrew Christie
    Andrew Christie Member Posts: 149 ✭
    edited June 2019
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    Hi Carlisa
    I suppose from your point of view that would be nice, however it would be horrendous task to continually develop a separate report for every users' desires (having worked for an international software company who tried to satisfy each of their customer's needs before they wised up and provided flexible user exit codes to insert into standard code). Reckon has produced a great number of core reports which can be customised easily. Moreover you can save these customised reports for re-use. You can even save them to the 'tool bar' for instant recall.
    All the best
    Andy

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