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

Comments

• Spilly Member Posts: 212 ✭

  September 2015 edited August 2020

  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.

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• gazza73 Accredited Partner Posts: 1,432 ✭✭

  September 2015 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

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• paul gray Member Posts: 5

  September 2015 edited September 2015

  Yes, the problem is from the bank import. Thanks for your help Tim.

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• Spilly Member Posts: 212 ✭

  September 2015 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.)

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• Reckon FAQs Reckon Staff Posts: 700 ✭✭

  September 2015 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
  
  
  

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• Scott Reckon Staff Posts: 131 ✭

  December 2015 edited July 2019

  Hi guys,
  
  Just an update to this thread. This issue is now fixed.
  
  Regards,
  Scott.
  

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• Paul Gray Member Posts: 11

  December 2015 edited December 2015

  Hi Scott,
  Thats Fantastic news- thanks for the update.

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