Georgina01 Member Posts: 1

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.