transactions commenced before start date

Gary Martin_6586562
Gary Martin_6586562 Member Posts: 19
edited September 2020 in Reckon One
I have started a new book July 1 in Reckon One. How do I enter payments for Invoices created before the start date?

Comments

  • Kim Chapman - COS Business Solutions
    Kim Chapman - COS Business Solutions Accredited Partner Posts: 204 Accredited Partner Accredited Partner
    edited July 2018
    Hi Gary If you entered a start date of 1/7/18 then you can't. You would have to use either 1/7/17 or start a new book with a start date of before 1/7/18. Hope this helps. Kind regards Kim Chapman Www.cosbiz.com.au
  • Qwerty
    Qwerty Member Posts: 261
    edited July 2018
    03/07/2018

    Hi Gary,

    Transactions cannot be entered before the book start date.

    In a recent Reckon One update, the ability to back date your book start date has been added. See the link below for more information on changing your book start date.
    https://community.reckon.com/reckon/topics/reckon-one-update-11-april-2018
  • Kim Chapman - COS Business Solutions
    Kim Chapman - COS Business Solutions Accredited Partner Posts: 204 Accredited Partner Accredited Partner
    edited September 2020

    Qwerty

    That was a pretty crucial change that got overlooked, shame there isn't a better way of notifying us of these important updates that is not going to get lost in amongst the rest of the Community emails.  

  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited July 2018
    Hi Kim. We have discussed this internally and will add release notes to the new 'upcoming' online help site for Reckon One, as well as in product notifications (TBC whether that is portal or Reckon One itself). 

    Jason
  • Kim Chapman - COS Business Solutions
    Kim Chapman - COS Business Solutions Accredited Partner Posts: 204 Accredited Partner Accredited Partner
    edited July 2018
    Thanks Jason. Much appreciated.