Project-based transaction report — (show all bills/expenses per project, filterable & exportable)

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A_Shield
A_Shield Member Posts: 1 Novice Member Novice Member
in Reckon One Ideas

Currently, there’s no way to view or export all bills associated with a specific project in Reckon One.

The Ledger Transactions report is too broad, lacks filters, and has export size limitations.

A dedicated, simplified Project Transaction Report showing individual bills/expenses tagged to a project would save hours and avoid manual data processing.

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

    I agree, this would be a great, and I think much needed addition to reporting in Reckon One. Added my vote.

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