Sending Reports via Email

Lucas
Lucas Reckon Staff Posts: 574 Reckon Staff Reckon Staff
in Reckon One Ideas

Hi everyone,

I would like to make the suggestion of adding email functionality for reports in Reckon One, similar to the feature in Reckon Accounts / Hosted.

I believe this would be useful for instances where you need to send reports to an accountant, director, etc. This would help speed up the process and reduce the amount of clicks required such as exporting the report, finding the file, attaching to email and sending off.

It would eliminate having to do multiple steps throughout this entire process.

Please up vote this idea, if you believe this would be a feature you would use in Reckon One.

Thank you.

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Comments

  • Reeta
    Reeta Reckon Staff Posts: 385 Reckon Staff Reckon Staff

    I agree with @Lucas, as this will definitely simplify the process of sending emails and save time.

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  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,104 Accredited Partner Accredited Partner

    This is a great idea - and the option to send via excel or pdf would be best! thank you!

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