Customers statements filtered by terms

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jeaniec
jeaniec Member Posts: 2 Novice Member Novice Member
in Reckon Accounts Desktop & Hosted Ideas
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.
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Completed ✅ · Last Updated

Customer statements can now be filtered by terms! This feature is available in Reckon Accounts Hosted 2025 and Reckon Accounts Desktop v34.

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  • Rav
    Rav Administrator, Reckon Staff Posts: 14,355 Reckon Community Manager Community Manager

    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
    jeaniec Member Posts: 2 Novice Member Novice Member

    Thanks so much…. can't wait :)

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,355 Reckon Community Manager Community Manager

    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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