Estimation
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Samantha_9758347
Member Posts: 10 ✭
Hi,
I am a new user, using Reckon One.
But I cannot find how to do an "estimation".. Am I missing a package?
I am a new user, using Reckon One.
But I cannot find how to do an "estimation".. Am I missing a package?
0
Comments
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Hi Samantha,
Estimates functionality is available as part of the Invoices module with Reckon One. Have you subscribed to this module?
If so, check out this video on how to create and process an estimate in Reckon One -
RECKON ONE - How do I create & process an Estimate?
ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
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Thanks Rav - I had subscribed to that module, just hadnt enabled the estimation option.
Next question - It seems that I cannot manually input invoice numbers, that Reckon automatically generates them from the Number I input as the first number in the settings. Any way to change this?0 -
I'm having the same issue! I have tried the lite and medium invoice module and it doesn't show up under Money in.
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checked the video and zero estimation tab in the day to day same as above need the functionality ASAP. or some sort of answer.0
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Hi Sean
The above video assumes you have the Invoices module and have enabled the estimates function in your book settings.
If you haven't enabled the setting yet, you can do so through Settings > Money In > Estimates > Enable
ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
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Rav,
Awesome, thank you for the quick response.
New to Reckon but enjoying the experience.0
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