Hi Alana, I don't have a ETA from the team just yet but we're working on this as we speak. If you're in urgent need of sending out invoices right now, I'd recommend saving them as a PDF then use an email client external to Reckon Accounts Hosted in order to send.
yES BUT HOEW DO i SAVE AS A PDF WITHOUT HAVING TO HIT PRINT EVERTIME. RAV CAN YUO PLEASE GIV EME AN ANSWER AS I HAVE ASKED THIS EARLEIR TODAY BUT NO ANSWER. GETTING REALLY FRUSTRATED
How can I get sales reports onto my computer in excel format while this issue is being fixed? I can't save them as they don't show up anywhere on my desktop and with email down I can't access them.
Yes, I have a production report that I need sent in excel. I've just come back from Leave and have a tonne to get in so that I can tell my customers where we are up to...
Me too. I cant get the PDF to show anywhere? says its there when I save them, but then I cant find them....even doing a search with the saved file name...it doesnt come up?
when they are looking at their ongoing fix, maybe they can clean up some of the issues that have been raised for ages now. ie. Sending emails with my Company name in the "from" line instead of accountshosted. I know I can email to myself first as a work around ... but it's time consuming. When I send directly from Hosted, I am taking the risk that it'll end up in a spam folder - or that my customer won't recognise it and ignore it - or that the email address is incorrect and I won't receive a non-delivery notification as you do in other email systems... Time to fix it
Hi Tully, If you've already saved the PDF in Hosted using File > Save as PDF you'll then need to use the floating toolbar to download the file to your computer.
Alternatively, you have the option to select Print and select Save as PDF as your destination. This will allow you to save the file directly to your PC. See my screen capture here for the process on this HERE
Alana, If you've already saved the PDF in Hosted using File > Save as PDF you'll then need to use the floating toolbar to download the file to your computer.
An alternative method to save a PDF is the option to select Print and select Save as PDF as your destination. This will allow you to save the file directly to your PC. See my screen capture here for the process on this HERE
As well as what Vivien said, a copy needs to go into my sent folder so that i can actually see if it's been sent. The only way I found out there was a problem yesterday was when a client emailed me to say that a report I'd promised to send had not arrived. It was only then that I knew to check the community as I'd emailed several invoices and it turns out that none of them had actually gone!! I know that you can send a copy to yourself and then forward it to the customer, but that all takes time and shouldn't be necessary.
Thanks Aleisha. We still can't save the files on our computer as they are trying to save into files called backup or My Live Q. We then can't find these files or locations anywhere on our computers. I'll just have to keep waiting I guess. Appreciate you taking the time to reply
Hi Rav, I'm not trying to save an invoice I am trying to send a report in EXCEL format from Reckon to myself so I can then edit it on my computer. A PDF isn't any good to me at the moment unfortunately. Hopefully this issue is all sorted soon. Thanks! ?
Hi again folks, We're currently in the process creating a new build of Hosted with a fix to this problem incorporated within it. This will take about 2 hours approximately and will then require testing to ensure all other operations are functioning normally.
I will have a further update for you on completion of this to let you know of the results.
At this stage, if you need to send invoices or other forms we recommend saving them as a PDF document in Hosted and then downloading/saving them to your PC before using an email client external to Reckon Accounts Hosted to send.
Absolute Joke. Why can't we be notified by email or phone call. I've spent hours thinking it was my email server, only to see a banner at the top of the login page in yellow?. Honestly I This is my last financial year with reckon hosted.
If you want confirmation that an email has been sent, you need to set it up in preferences and Bcc to your email address. We have been doing this and it works. Go to preferences in the edit menu, then Send Forms, go to tghe Company Preferences Tab, and add an email in the Bcc section. You will have to add an email for each different form that you send ie: Invioces, Purchase orders, Sales Reciepts etc.
Hi everyone, The build process has been completed and we're now going to proceed with testing. At the conclusion of testing and based on the results, we'll then work through a plan for deployment.
I'd just like to extend our thanks to everyone for being so patient, we're definitely aware how inconvenient this problem is to your workflow and daily operations and again, our sincere apologies.
Comments
I don't have a ETA from the team just yet but we're working on this as we speak.
If you're in urgent need of sending out invoices right now, I'd recommend saving them as a PDF then use an email client external to Reckon Accounts Hosted in order to send.
when they are looking at their ongoing fix, maybe they can clean up some of the issues that have been raised for ages now. ie. Sending emails with my Company name in the "from" line instead of accountshosted. I know I can email to myself first as a work around ... but it's time consuming. When I send directly from Hosted, I am taking the risk that it'll end up in a spam folder - or that my customer won't recognise it and ignore it - or that the email address is incorrect and I won't receive a non-delivery notification as you do in other email systems...
Time to fix it
If you've already saved the PDF in Hosted using File > Save as PDF you'll then need to use the floating toolbar to download the file to your computer.
Alternatively, you have the option to select Print and select Save as PDF as your destination. This will allow you to save the file directly to your PC.
See my screen capture here for the process on this HERE
I've responded to your post on this matter earlier this morning, you'll see it earlier above in the thread.
If you've already saved the PDF in Hosted using File > Save as PDF you'll then need to use the floating toolbar to download the file to your computer.
An alternative method to save a PDF is the option to select Print and select Save as PDF as your destination. This will allow you to save the file directly to your PC.
See my screen capture here for the process on this HERE
Use the floating tool bar to download - PDF should open automatically and you can save as:
OR
When you get to the print screen (that is directing to your printer)
Select Change:
You then should be able to save to any location you want.
Hope this helps
I would export the excel reports into the Q Drive and then use the floating toolbar as above to download onto your local computer.
I have created Folders within the Q drive so I can always find the reports I am wanting to download.
I'm not trying to save an invoice I am trying to send a report in EXCEL format from Reckon to myself so I can then edit it on my computer. A PDF isn't any good to me at the moment unfortunately. Hopefully this issue is all sorted soon.
Thanks! ?
Aleisha and Toni thank you!
Hi again folks,
We're currently in the process creating a new build of Hosted with a fix to this problem incorporated within it. This will take about 2 hours approximately and will then require testing to ensure all other operations are functioning normally.
I will have a further update for you on completion of this to let you know of the results.
At this stage, if you need to send invoices or other forms we recommend saving them as a PDF document in Hosted and then downloading/saving them to your PC before using an email client external to Reckon Accounts Hosted to send.
See my latest update a few minutes ago toward the top of this thread.
now I know the emails are not reaching the end user.
Hope this Helps
Hi everyone,
The build process has been completed and we're now going to proceed with testing.
At the conclusion of testing and based on the results, we'll then work through a plan for deployment.
I'd just like to extend our thanks to everyone for being so patient, we're definitely aware how inconvenient this problem is to your workflow and daily operations and again, our sincere apologies.