COMPANY SNAPSHOT

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Georgina01
Georgina01 Member Posts: 1 ✭
in Reckon One

Hello Everyone,


I am having a few issues on reckon. I need the following snapshots on the company snapshot section.


  • Income and expense trend
  • Previous year income comparison
  • Customers who owe money
  • Expense breakdown
  • Top customers by sales
  • Previous year expense comparison

I dont have these available in my six options yet the director of the business does and requires me to also have them on my account. Can anyone advise how I am able to do this?


Also on a side note, does anyone know if there has been a work around on how to add terms and conditions to invoices and quotes.


I so appreciate the assistance of each and everyone of you.

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