#TipTuesday - Improved statement filtering with Customer Terms!

Tanvi_kataria
Tanvi_kataria Reckon Staff Posts: 522 Reckon Staff Reckon Staff
in Accounts Hosted
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We’re excited to introduce a new feature in Reckon Accounts Hosted and Reckon Accounts Desktop v34 that allows you to filter customer statements based on their payment terms.

Generating customer statements by selecting specific Customer Terms simplifies the selection process and enhances overall efficiency.

How does this work?

In Reckon Accounts Hosted 2025, you can now sort, and filter customers based on their payment terms when generating customer statements.

To use this feature, go to Customers ➡️ Create Statements ➡️ Select Customer terms

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This enhancement makes it easier to manage and customize your statements based on specific customer criteria.

Now, simply choose the desired Customer Terms from the dropdown menu, and the system will display a list of matching customers.

EXAMPLE

Let's make few selections -

  • Enter Statement Date and Type
  • Select Customer

Based on the selections, a list of selected customers for Terms Net 15 has been created.

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With just a click on Preview, you can view customer statements before printing or emailing them. This feature ensures accuracy and gives you full control over the final output — helping you avoid errors and send tailored statements.

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Hope you love this new feature! Keep an eye out — we’ve got more great updates coming soon! 🎉

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