Estimation

Samantha_9758347

Hi,
I am a new user, using Reckon One.
But I cannot find how to do an "estimation".. Am I missing a package?

Rav

Hi Samantha,
Estimates functionality is available as part of the Invoices module with Reckon One. Have you subscribed to this module?

If so, check out this video on how to create and process an estimate in Reckon One -

RECKON ONE - How do I create & process an Estimate?

Samantha_9758347

Thanks Rav - I had subscribed to that module, just hadnt enabled the estimation option.

Next question - It seems that I cannot manually input invoice numbers, that Reckon automatically generates them from the Number I input as the first number in the settings.  Any way to change this?

Mitchell Burke

I'm having the same issue! I have tried the lite and medium invoice module and it doesn't show up under Money in.

Sean Griffiths

checked the video and zero estimation tab in the day to day same as above need the functionality ASAP. or some sort of answer.

Rav

Hi Sean
The above video assumes you have the Invoices module and have enabled the estimates function in your book settings.

If you haven't enabled the setting yet, you can do so through Settings > Money In > Estimates > Enable

Sean Griffiths

Rav,
Awesome, thank you for the quick response.
New to Reckon but enjoying the experience.