Search all transactions (no matter what type) by amount or date

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DebR
DebR Member Posts: 19 Reckoner Reckoner
in Reckon One Ideas

It would be super great to be able to search all transactions (regardless of the type of transaction) in a global search (kinda like Xero has!), searching by transaction amount, transaction date or by supplier. The current solution to finding these is more clunky than it should be!

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  • Lucas
    Lucas Reckon Staff Posts: 439 Reckon Staff Reckon Staff

    I definitely hope this gets integrated into Reckon One, similar to how our older product Reckon Accounts allows you to find transactions easily.

    Lucas Andrews
    Technical Support Representative

  • Lucas
    Lucas Reckon Staff Posts: 439 Reckon Staff Reckon Staff
    edited June 17

    What I believe that we did really well in Reckon Accounts was that we were able to find literally ANYTHING with the functionality that we had in the software. So I was wondering if we could possibly add a section under the contacts center section similar to it or a global search area to find transactions within Reckon One:

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    If we could possibly have a global search function also added like the above suggested, it would cause huge improvements for finding transactions within Reckon One.


    Please let me know what you think and add any constructive feedback below by commenting. As I believe this would be a great addition to the software.

    Thank you and speak soon.

    Lucas Andrews
    Technical Support Representative

  • DebR
    DebR Member Posts: 19 Reckoner Reckoner

    Agreed, Lucas! This would be a HUGE improvement to finding transactions in Reckon One.

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