Reports - Emergency Contact List Modifications

Rebecca_7630369
Rebecca_7630369 Member Posts: 52 ✭✭
edited June 28 in Reckon Accounts (Desktop)

Hi There

I'd like to add Bank Account details and Super Account details to my Emergency Contact List.

I've gone to Reports and modified my list and saved it into my Memorised List and the heading are coming up but the information is not.

How do I get the information and account details to appear on the list?

I've attached a photo to explain.

Do I need to change something in the Preferences?

Thanks so much

Rebecca Clark

Seven Hills NSW

Emergency Contact List.jpg


Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,176 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Rebecca

    The Bank Details used to populate here years ago but when Reckon introduced Bank Feeds, the Banking/Direct Deposit data became linked to that only, so these field are no longer able to be reported unless they're used in ABA files 😫

    A workaround is to add Custom Fields for this info instead:

    image.png

    You can definitely add the Emergency ... columns though:

    image.png


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Rebecca_7630369
    Rebecca_7630369 Member Posts: 52 ✭✭

    Awesome thanks so much, I'll give it ago.

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