#TipTuesday - Icon Bar Shortcuts in Reckon Accounts & Reckon Accounts Hosted! 🪧

Acctd4
Acctd4 Accredited Partner Posts: 3,820 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
edited August 27 in Accounts Hosted
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#TipTuesday - Icon shortcuts in Reckon Accounts & Reckon Accounts Hosted

Ever wondered what those little pictures/labels are along the top of your window? These are 1-click shortcuts to specific areas of the program & can be a real time-saver!

You've probably already noted the main, default ones:

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… but did you know you can create your own ones too? 😲

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It's not just transaction windows either, you can even add specific reports there!

To add any window (including any report) …

  • Open the relevant window (or report) you'd like to add
  • Click on View (along the top toolbar) & from the dropdown menu, click on Add xxx to Icon Bar…
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In the next window, choose the icon & enter the label you'd like to display for this, then click on OK:

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Your new icon bar shortcut will now be displayed!

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Useful to know

Keep the label names as short as possible so you have enough room in the icon bar for all your important shortcuts to be added!

This feature is user-specific so all users can create their own, unique shortcuts! 😊

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!)
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Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Absolutely love this Shaz! 🙌

    Thanks so much for joining in on our #TipTuesday series! This is definitely a super useful tip that I know a lot of Reckon Accounts and Reckon Accounts Hosted users can make use of! 👏

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Lucas
    Lucas Reckon Staff Posts: 299 Reckon Staff

    This is a really cool tip! I didn't even know you could do this in Reckon Accounts with custom icons. Thanks for the tip, Shaz.

  • Nickiu
    Nickiu Reckon Staff Posts: 175 Reckon Staff
    edited August 28

    Great tips!👍 appreciate your insights, Shaz.

  • agofarm
    agofarm Member Posts: 52 Reckoner Reckoner

    This is great have been using it for sometime. Question how do you remove an icon when no longer in use

    thanks

    Teresa

  • Kris_Williams
    Kris_Williams Member Posts: 3,699 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    go to view - customise icon bar, delete from there

  • Nickiu
    Nickiu Reckon Staff Posts: 175 Reckon Staff
    edited September 17

    Hi @agofarm,

    Do right click on the empty space in Icon bar then Click on "Customise Icon Bar" then you will see the option to delete or edit

    image.png
    image.png

    Hope this help.

    Nick

  • agofarm
    agofarm Member Posts: 52 Reckoner Reckoner

    Ahh! So Easy Thanks

  • Nickiu
    Nickiu Reckon Staff Posts: 175 Reckon Staff

    No worries, Glad that it's helpful

    Cheers,

    Nick

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