Estimation

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  • Updated 1 month ago
Hi,
I am a new user, using Reckon One.
But I cannot find how to do an "estimation".. Am I missing a package?
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Samantha

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Posted 1 month ago

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Rav, Community Manager

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Hi Samantha,
Estimates functionality is available as part of the Invoices module with Reckon One. Have you subscribed to this module?

If so, check out this video on how to create and process an estimate in Reckon One -

RECKON ONE - How do I create & process an Estimate?
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Samantha

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Thanks Rav - I had subscribed to that module, just hadnt enabled the estimation option.

Next question - It seems that I cannot manually input invoice numbers, that Reckon automatically generates them from the Number I input as the first number in the settings.  Any way to change this?
(Edited)