How do I add a supplier /customer whilst in a transaction? My current software allows a quick add.

paul graypaul gray Member Posts: 5
edited August 15 in Reckon One
How do I add a supplier /customer whilst in a transaction.? My current software allows me to do a quick add.

Comments

  • SpillySpilly Member Posts: 212
    edited August 15
    In most transaction just type the new name in and if it's not in the list it will bring up add new screen, also there is add new in the list. however there is an issue when working from a bank import it won't allow you to add new (I don't think they have fixed this yet) so you have to do those transaction manually then go back to your bank import for the time being.
  • gazza73gazza73 Accredited Partner Posts: 1,433 ✭✭
    edited December 2016
    Does the use of a 2nd browser TAB being opened (for making new entries in the 2nd, for use by the 1st TAB) , help this latter aspect?

    Gary
  • paul graypaul gray Member Posts: 5
    edited September 2015
    Yes, the problem is from the bank import. Thanks for your help Tim.
  • SpillySpilly Member Posts: 212
    edited September 2015
    A 2nd Tab can be used and must be used in below order as it seems the contact list is preloaded on the allocation page ( for a faster UI ).

    Create new tab: Right click 'CONTACTS' (top right of the menu bar) > open in new tab.
    1. Contact Tab > Add missing contact > Save & Close (or new if you wish).
    2. Import Tab > Allocate > Type (Payment etc.)
  • Reckon FAQsReckon FAQs Reckon Staff Posts: 700 ✭✭
    edited March 2017
    Hi Paul, Tim and Gary,

    Thanks for pointing this one out.

    Yes, this feature is scheduled for a future update in Reckon One.


    regards,
    John


  • ScottScott Reckon Staff Posts: 131
    edited July 2019
    Hi guys,

    Just an update to this thread. This issue is now fixed.

    Regards,
    Scott.
  • Paul GrayPaul Gray Member Posts: 11
    edited December 2015
    Hi Scott,
    Thats Fantastic news- thanks for the update.
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