Email spreadsheet error

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Kerrie H
Kerrie H Member Posts: 88 Reckoner Reckoner
in Accounts Hosted

Trying to email an AP Ageing Summery to myself and when I press email as spreadsheet it opens a Donor Contributions Summary Report??? Rav, any idea if there are currently any errors?

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  • Charley
    Charley Member Posts: 526 Reckon Star Reckon Star

    Yup it'll do that sometimes. Close down and restart and it fixes it

  • Reeta
    Reeta Reckon Staff Posts: 292 Reckon Staff Reckon Staff
    edited June 2024

    Hi @Kerrie H ,

    Thank you for your query.

    I have just tested it on my end, and everything seems to be working fine. I was able to get the AP Ageing Summary without any issues. Please refer to below image:

    image.png image.png image.png

    Could you please log off all active sessions and try again? To clear the sessions, please follow the instructions in the attached article below.

    https://help.reckon.com/article/audni1yrhc-kba-5370-how-to-log-off-a-reckon-accounts-hosted-session-that-was-closed-abnormally

    Hope this helps.

    Kind regards,

    Reeta

  • Kerrie H
    Kerrie H Member Posts: 88 Reckoner Reckoner

    Thanks Charley and Reeta, I exited and tried again and it worked. I was thrown out earlier for leaving it sitting idle for too long, when I reopened it I didn't have to sign in as the session timeout tab was still open. I am guessing that if I logged out in the control panel maybe it wouldn't have happened.

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