I want to create a Daily Payment Report in Reckon Hosted

LeeW
LeeW Member Posts: 2

I want to create a Daily Payment Report in Reckon Hosted but want all employees to be able to access and print it without them having access to the Accountant files (the only way I can currently do this report).

Does anyone know how I can set this report up?

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,251 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    If you setup a new user and only give them access to reports, and memorise the report so it is set to Today, that might work. But they will have to login one at a time if you only have a 1 user licence.

    ‘what is a daily payment report, what info does it show? I’m assuming you’ve customised a standard report

  • LeeW
    LeeW Member Posts: 2

    Thank you.

    The report I need is similar to an end of day balance report. We are using the inventory feature and also process payments through a an eftpos terminal, cheque and/or cash payments. I need the sales employees to be able to print off the daily takings so we can balance the register. I don't want the user/s to have access to all reports in the system. They do have access to the Accounts Receivable area.

    There is a report within the Accountant area that suits my needs which shows invoicing, method of payment and daily total, however, this is a sensitive area that I don't want to give free access to.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,325 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited November 2023

    Hi @LeeW

    Is this report in your POS program or actually in Hosted ? If it's in Hosted, you can customise User access very specifically, including locking a User out of Sensitive/Financial info 😊

    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!)