Recording the date of sent Invoces and Estimates

Im wondering if there is a surefire way of recording when I send via email, an Invoice or Estimate?

What I want to do is to be able to open up an Invoice or Estimate and find an automated note somewhere to say that this document was emailed on such and such a date.

I have a backup in place whereby all documents are BCC'd back to my office email, but this is still a time consuming method to trawl through. 😀

Accepted answers

NEILR

Hi Lyn,

On the Reckon Hosted Dashboard, there is an 'Email Report' that may help?

If you open this report, you can enter a date range and it will show a list of all emails sent with the date & time, To address, Subject and whether the email was delivered or bounced.

It does only show emails sent by the Reckon Hosted user running the report at the moment (rather than all emails sent by all users).

All comments

PhuongDo

Hi Lyn,

Technically it can be done by monitoring the To Be Email checkbox from an invoice/estimate. If the checkbox is unticked recently (it was ticked before), it means an email has been sent. Then the date and time when it happens can be saved to a custom field.

.. but it might be a bit overkill as it is a custom solution that needs some coding.

Bruce

Lyn

Rather than "trawling" through the BCC's, I have found that Microsoft Office's search function is very efficient. I store all BCC's from Hosted in a separate folder and once this is open it is easy to do a search for the customer name or invoice number - everything else filters out very quickly

NEILR

Hi Lyn,

On the Reckon Hosted Dashboard, there is an 'Email Report' that may help?

If you open this report, you can enter a date range and it will show a list of all emails sent with the date & time, To address, Subject and whether the email was delivered or bounced.

It does only show emails sent by the Reckon Hosted user running the report at the moment (rather than all emails sent by all users).

Lyn_10072495

Thank you Neil. This was exactly what I was looking for. I had no idea that this facility was even there!!

Reckon Accounts Hosted Announcements & Important Info

Don't miss announcements and important info for Reckon Accounts Hosted

Button

Reckon Accounts Hosted Ideas & Feature Requests 💡

Do you have an idea for a feature in Reckon Accounts Hosted? Let us know here!

Button