Company Setup Wizard - not customizing account list

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iml iml
iml iml Member Posts: 5 ✭
edited October 2018 in Reckon Accounts (Desktop)
Hi I am using Reckon 2013 and setting up a new company file. After completing the Interview Wizard for its setup, which included deselecting the suggested accounts to use all of the accounts appeared in the accounts list for the company and needed to be deselected again individually again. Is this a bug which needs correction or am I missing something fundamental in the wizards setup process? Any help would be appreciated.

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  • Jamaiel_6490508
    Jamaiel_6490508 Reckon Staff Posts: 74 Reckon Staff
    edited April 2015
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    Hi Iml,


    Welcome to Reckon Community!

    During the Interview Wizard, selecting an Industry will included the creation of the most commonly used accounts on that industry. Unfortunately, this does not give an option to select or de-select account you wish to have. At this point, you have two options:
    1. If you wish to start with a blank list or create your own, select the Ind?ustry of Other/None
    2. Otherwise, select an Industry and manually remove the accounts one-by-one of those you don't use (or make them Inactive)
    Hope it helps!


    Kind Regards,

    Jamaiel
  • iml iml
    iml iml Member Posts: 5 ✭
    edited April 2015
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    Thanks for your reply, hadn't scrolled down to the bottom to see that Other/None existed as an option.  The wizard screen is a bit misleading then as it gives you the ability to tick and untick the individual accounts in the screen of the wizard which logically leads you to believe you can customize it at that step, especially when it also has a 'Restore Recommendations' button below the list.  With the current screen layout it is misleading and wastes users time (until you confirm it doesn't work) - perhaps the layout of this screen should be modified in the next software update.
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