#TipTuesday - Using Links with Reckon Accounts & Hosted! πŸ”—

Options
Nickiu
Nickiu Reckon Staff Posts: 86 Reckon Staff
edited June 25 in Accounts Hosted

Link to additional documents in your transactions and lists!

Hey everyone, welcome to another #TipTuesday!

Did you know about Links feature in Reckon Accounts and Reckon Accounts Hosted?πŸ”—

Links is a super handy feature that lets you connect external files such as documents or images to your transaction or list items.

Check out this example!

Lets say I want to link to an image on a particular invoice, I can do this in the transaction within Reckon Accounts Hosted.

1️⃣ Go to Invoices ➑️ Click the Links button

2️⃣ Click Add

3️⃣ Enter an easy to identify name for the file you are linking then add your private or public share link where your file stored with your chosen cloud storage provider ➑️ Click OK

4️⃣ The list of linked files will be added and show in the Links window.

5️⃣ To view and copy the attached linked file simply select it from the list then click Edit and and copy the link you've saved.

6️⃣ Open a web browser or windows explorer (if saved on local network shared drive) and paste the link in the address bar ➑️ press Enter to open/view the Document.

Opening via web browser


Opening via local network shared drive (if applicable)


Why use Links?

You have ability to choose where to store this file on any external storage service such as Google Drive or Dropbox which also allows you to maintain ownership and ensure your files stay current and up-to-date.

The best part?😱 You completely own the linked file, not Reckon. Plus, you don't need to worry about the attachment size in Reckon Accounts since you're linking to the file which makes it really flexible!

Links is available on

Name List

Transaction List

Supplier List

Invoice

Customer List

Sales Receipts

Employee List

Receive Payments

Other Name List

Estimates

Item List

Sales Orders

Fixed Assets List

Purchase Orders

Other: Company info

Item Receipts

Bills

Write Cheques

Credit Card Charges

General Journal

Transfer Funds

Make Deposits

If you'd like to see more detailed information on the Links feature including, check out our help guide linked below.

Tagged: