Customer Start Date

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  • Updated 4 weeks ago
We have condensed our files.   I need the Customer (debtor) start date so I can see how long a customer has been trading with us. Can anyone please advise. 

Thanks
Nicola
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Nicola Hodgson

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Posted 4 weeks ago

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Hi Nicola

 

Presuming you’re using Reckon Accounts desktop or Hosted, there is a specific section in the Company Snapshot under the “Customer” tab that shows exactly this however it’s only viewable per Customer here, not as an overall summary or in a separate report.

 

(Am also not sure whether condensing affects this feature or not as I don’t generally use that option - I’ve found the loss of detail from condensing usually makes starting a new company file the more preferable alternative ...)   

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com


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Data Rec, Employee

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DATA RECOVERY: Choosing the correct product category when submitting a question and providing enough relevant information about the problem

In Reckon Accounts desktop/hosted, when you perform a Condense (Clean Up Data) operation on a data file, it will remove historical transactions and replace them with a summary journal transaction.

We recommend you restore or make use of the 'archive' copy of the file that is created prior to the condense taking place as that 'archive' file will still contain all the historical transactions.

Regards,

Data Recovery Team
(Edited)