HOW TO FIND WHEN/BY WHO A SPECIFIC BILL HAS BEEN ENTERED IN RECKON?
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Hi champs! Where do I go to access the log of all entries and/or changes in Reckon by date, user etc? Please and thank you in advance if you can help 🙂 Marco
Best Answer
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Reports - Accountant - Audit Trail, and then modify to meet any more specific needs that you might have
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Answers
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Success. Thanks @Bruce_7113752
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@marco_petershearer If you're just after how & when, creating a memorised "Session Report" is very useful.
- From the Edit dropdown (along top toolbar) > Find
- In the Filters box, select Entered/Modified & choose or enter the applicable entry/change day or date range
- Select Detail Level in the Filters > Summary only, then click Find
- Click on the Report button
- Close any unneeded columns by dragging the separating diamond o the right of a column heading across to the left
- Click on Modify Report & on the Display tab, untick (left margin)
- Tick Entered/Last Modified & Last Modified by
- Under Sort by, select Entered/Last Modified from the dropdown & your preferred Sort in order preference
- On the Header/Footer tab, overwrite the default Report Title with a relevant name (eg "Entered/Modified ..."
- Click on OK
You can now see a time-stamped list of all entries/edits on a specified date & by which User !
Click on Memorise to add this report to your Memorised Reports List so you can generate/tweak it as required. If this is something you want to view regularly, you can even add it to your Icon Bar for 1-click access:
To do this ...
With the relevant report/window open, click on View (along top toolbar) > Add "xxx ..." to Icon Bar ...
Give it a relevant name so you know what it is - Keep these short so they don't take up too much space! You can also choose a specific icon image (optional), then click OK.
😊
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
(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!)
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