HOW TO FIND WHEN/BY WHO A SPECIFIC BILL HAS BEEN ENTERED IN RECKON?

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marco_petershearer
marco_petershearer Member Posts: 8 โœญ

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 ๐Ÿ™‚ Marco

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  • Bruce
    Bruce Member Posts: 441 Professional Partner Professional Partner
    edited September 2023 Answer โœ“
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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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  • marco_petershearer
    marco_petershearer Member Posts: 8 โœญ
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    Success. Thanks @Bruce_7113752

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,408 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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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.

    ๐Ÿ˜Š

    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

    shaz@accounted4.com.au

    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!)