emailing on reckon hosted

Jacqui_9954263
Jacqui_9954263 Member Posts: 5 Novice Member Novice Member
edited October 2024 in Accounts Hosted
Email using Reckon Hosted - I have read the previous issues and concerns on emailing invoices and other forms using the reckon hosted version. I too am new to this online system and wondering if this has been resolved? If not, why not and how long? And what measures or alternatives are in place now until this has been sorted?

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,649 Reckon Community Manager Community Manager
    edited February 2019
  • Jacqui_9954263
    Jacqui_9954263 Member Posts: 5 Novice Member Novice Member
    edited February 2019
    I used the desktop version previously. Now using Reckon Hosted when trying to send invoices by email, I can't see if the invoice has actually been sent from my outlook email sent box?
  • Michelle_9656470
    Michelle_9656470 Member Posts: 31 Reckoner Reckoner
    edited February 2019
  • Michelle_9656470
    Michelle_9656470 Member Posts: 31 Reckoner Reckoner
    edited February 2019
    Hey Jacqui, see my comment below.  What I do sounds clunky, but truly it isnt :)
  • Kerri_6634298
    Kerri_6634298 Member Posts: 36 Novice Member Novice Member
    edited February 2019
    Totally agree with you.
  • Jacqui_9954263
    Jacqui_9954263 Member Posts: 5 Novice Member Novice Member
    edited February 2019
  • Michelle_9656470
    Michelle_9656470 Member Posts: 31 Reckoner Reckoner
    edited February 2019
    OMG!  What a fabulous idea!  I'll have a play and see what I can find ... I am not that tech savvy though.
  • Michelle_9656470
    Michelle_9656470 Member Posts: 31 Reckoner Reckoner
    edited February 2019
    I send out a reasonable amount of invoices from Reckon Hosted every day and only once in all the years I have been doing it, has it happened for me, with only one customer.

    Maybe I have been lucky :)
  • Jacqui_9954263
    Jacqui_9954263 Member Posts: 5 Novice Member Novice Member
    edited February 2019
    Yes I read about that.  I have listed our company name in the subject line to help the client identify our tax invoice. Hopefully Accounts hosted will come up with a better solution than advising the client of our new accounting system. Thanks
  • Jacqui_9954263
    Jacqui_9954263 Member Posts: 5 Novice Member Novice Member
    edited February 2019
    That's great thanks

  • Michelle_9656470
    Michelle_9656470 Member Posts: 31 Reckoner Reckoner
    edited February 2019
    I just set the rule up Jacqui and it works!   Thank you so much for that idea.  

    I added the "accountshosted@reckon.com" to my Contacts first, then set the rule up using that email address and also the standard Subject line info I use when sending out invoices.  I hope this is helpful for you and you get yours to work too :)
  • Rav
    Rav Administrator, Reckon Staff Posts: 16,649 Reckon Community Manager Community Manager
    edited February 2019
  • Zappy
    Zappy Accredited Partner Posts: 5,534 Accredited Partner Accredited Partner
    edited February 2019
    It's not a fix.
This discussion has been closed.

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