Has anyone used Beanwiz with Reckon hosted?
Can it produce invoices from a job sheet?
Hi @Starjanet
Phuong, the incredibly awesome creator of Beanwiz is a regular member of our Community and I'll tag him here to jump in and answer any questions you have 🙂
@PhuongDo
Cosmic , can create invoice and post to Reckon , if it has got all the framework and outline of an invoice.
We need further info
Cosmic already does 1000's of bills every month for big users
call me on 0407068942 to discuss further
@Starjanet ,
Nice talking to you on the phone just now 🙂
beanwiz is a free app that provides a few wizards to help reduce manual processing in Reckon for certain scenarios. I’m also very open to feedback and happy to add new features when there’s a genuine need and when time allows.
Based on our phone discussion, is this something you’re looking for in addition to what we already talked through?
Let me know, and we can take it from there.
Thanks,
Phuong
Is it possible to make a backup of Reckon Hosted to test products before implementing them into the live version?
@StarjanetYes, you can restore a backup of your live file (it can be a backup from a few months ago), then set it up to connect to that file so you can test it before connecting to the live file. Please email me if you need any further instructions. Ta
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