Reports - Emergency Contact List Modifications
Hi There
I'd like to add Bank Account details and Super Account details to my Emergency Contact List.
I've gone to Reports and modified my list and saved it into my Memorised List and the heading are coming up but the information is not.
How do I get the information and account details to appear on the list?
I've attached a photo to explain.
Do I need to change something in the Preferences?
Thanks so much
Rebecca Clark
Seven Hills NSW
Answers
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Hi Rebecca
The Bank Details used to populate here years ago but when Reckon introduced Bank Feeds, the Banking/Direct Deposit data became linked to that only, so these field are no longer able to be reported unless they're used in ABA files 😫
A workaround is to add Custom Fields for this info instead:
You can definitely add the Emergency ... columns though:
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Awesome thanks so much, I'll give it ago.
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