No access to 'Money In/Out' settings to set default bank account

BWPandaBWPanda Member Posts: 17
edited July 2019 in Reckon One
According to this article, https://community.reckon.com/reckon/topics/reckon-one-update-25-may-2017, you can set a default bank account for making payments and receiving money. I'd love to do this, however I don't have the 'Money In/Out' links under Settings > Day to Day... The only link I have in that section is 'Statements'. Am I missing something?

Comments

  • RavRav Administrator Posts: 9,907 Administrator
    edited July 2017
    Hi BWPanda,

    That sounds a little strange, when accessing the Settings screen, are your options presented like this?

    image

  • BWPandaBWPanda Member Posts: 17
    edited July 2017
    Hi Rav,

    Nope, don't have those options (and therein lies the problem). Here's what I have:

    image

    I have the following modules enabled, if that helps:
    • Core
    • BankData
    • Payroll
  • ScottScott Reckon Staff Posts: 131 ✭
    edited July 2019
    13/07/17

    Hi BWPanda,

    The 'Money in' & Money out' options are currently only shown if the book has the invoicing module enabled. I've now logged a request to the Reckon One team regarding having these two options available for books without the invoicing module.

    The default bank account settings were introduced in a recent update (May2017). Before that update, the 'Money in' & 'Money out' areas only contained options relating to the invoicing module.

    Hopefully the team can implement this change into one of the next application updates.


    Regards,
    Scott.  

  • BWPandaBWPanda Member Posts: 17
    edited July 2017
    I've now logged a request to the Reckon One team regarding having these two options available for books without the invoicing module.
    Awesome, thanks!
  • ScottScott Reckon Staff Posts: 131 ✭
    edited July 2019
    08/02/2018

    Hi BWPanda,

    This issue is now fixed.


    Regards,
    Scott.
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