Projects reporting with Reckon One

jacquiwall

Is there any update on producing a report that shows all transactions posted against a particular project? This looks like it has been an issue since 2017.

This is a basic report in Xero and other accounting software.

A report like the existing Account Enquiry report with the addition of the Project would be suitable.

Without a report like this there is no practical way to check what transactions have been posted to an individual project.

Failing that, is there a was to extract all transaction data to ODBC or a csz file to be sorted?

Thank you

Rav

Hi @jacquiwall

Unfortunately, this isn’t planned for immediate development at this stage and we don't have a timeframe for it just yet however it will be included in the ongoing development of Reckon One.

In terms of exporting transaction data, you can export data from reports in various formats, including CSV. Click the dropdown button then select the Export to CSV button.