#TipTuesday - Expand or Collapse reports in Reckon Accounts Hosted ⬆️⬇️

Tanvi_kataria
Tanvi_kataria Reckon Staff Posts: 338 Reckon Staff
edited October 1 in 📢 Reckon Accounts Hosted - Announcements
image.png

Expand or Collapse reports in Reckon Accounts Hosted 🎉

Reckon Accounts Hosted, specifically the Contractor Edition includes the ability to expand or collapse transaction details in reports.

You may have mistakenly believed that this feature was removed in Reckon Accounts Hosted 2024, but it is simply hidden within the preferences. In previous versions, this feature was enabled by default. However, in the 2024 version, it must be enabled through the Preferences menu.

How to enable the Expand/Collapse feature

  • Log in to Reckon Accounts Hosted 2024
image.png

  • Navigate to Edit ➡️Preferences ➡️ Reports & Graphs ➡️ Company Preferences ➡️ Collapse Transaction
image.png

  • Check the box for Collapse Transactions.
image.png

Once enabled, this option will be available in your reports, as shown below.

image.png

Functionality of the Collapse/Expand Feature

When generating a report, the figures will be displayed. Clicking on Collapse will condense the report, while clicking on Expand will reveal detailed transaction information, providing comprehensive data from the file.

Let's see with an example - Check this clip 📺️

Expand & Collapse.gif

An impressive aspect of this feature is that it does not affect the exported or printed reports. The sorting applied to the reports will be maintained in the exported or printed versions.

This feature is exciting to explore. Please let us know if you find it useful and stay tuned for more updates on exciting and hidden features💡

Tagged:

Categories