Estimates in Reckon One

bmistry
bmistry Member Posts: 61 Reckoner Reckoner
in Reckon Invoices App

How to approve the estimate. My estimate is in draft form an dlike to change to approved status.

Best Answer

  • klaura
    klaura Reckon Staff Posts: 448 Reckon Staff Reckon Staff
    edited August 6 Answer ✓

    Hi @bmistry,

    The approval process must be enabled in your Reckon One Settings. You can activate this feature under

    Settings › Day to day › Money in

    Please note that this functionality is available with the Accounting Plus and Premium plans.

    Additionally, unlike Invoices where an Approve button is displayed, Estimates uses an Accept button.

    For further details, please refer to the KB article provided below.

    Reckon One: Estimates - Reckon Help and Support Centre

    And you may check out our how-to video on creating estimates in Reckon One which I'll link here -Creating an estimate

    Best regards,

    Karren

Answers

  • bmistry
    bmistry Member Posts: 61 Reckoner Reckoner

    The issue is resolved now. Thanks

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