Customers statements filtered by terms

We have over 3,000 customers on different terms and have already used the type field for another purpose. We'd like to be able to email our 7 and 14 days customers more frequently than at EOM without having to select them individually.

Status: Completed ✅

Comments

Rav

Hi @jeaniec

Thanks so much for raising this feature request!

I'm happy to let you know this is currently in development and planned for inclusion in the next release of Reckon Accounts coming soon 🙂

jeaniec

Thanks so much…. can't wait :)

Rav

Hi everyone

Just a quick note to let you know the ability to filter customer statements by terms is now available in Reckon Accounts Hosted 2025 and Reckon Accounts Desktop v34.

Check out more info on this feature in our What's New article here.

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