Changing the names of QBW company files

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  • Updated 11 months ago
Still having a few issues around changing file names....Hi All, 
I have followed the links on other conversations, and have managed to change the file names...but only for the duration of the time I am actively logged into Reckon:  the file name changes will not stay updated....they revert as soon as I log out.  In the process of logging out, Reckon asks me if I want to leave the site, as "Changes you made may not be saved", but I cannot see how I can tell it to save the changes I've made to the file names?
We operated over 50 different company files in Reckon, and when a client sells a property (as an example), the records become undesirable in the main flow of files, so I would like to change them to have a ZZ prefix (thus dropping them to the bottom of the file list on My Live Q:)
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Debbie Lawrence

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Posted 11 months ago

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