Hi all,
I have been with the community for quite some time, I have seen many posts asking for something that Reckon Desktop (or Hosted) don't support yet. Just want to create a free tool that can help many of you here.
So my idea is to have a tool that can do the following things:
1. Connects to either Reckon Desktop or Reckon Hosted
2. Allows you to do a batch update to transactions such as marking on/off to be printed, batch deleting/void, merge customers without recent sales to a generic customer, etc..
3. Provides some reports that not available in Reckon, any ideas here?
4. Some simple data import from CSV/Excel (ie Journal Entry, Invoice, Timetracking with start/end date)
Above are some features of the tool, anyone has any other ideas is welcome. Top 5 most wanted features will be included in the tool :)
Thank you all and enjoy your weekend!
I have been with the community for quite some time, I have seen many posts asking for something that Reckon Desktop (or Hosted) don't support yet. Just want to create a free tool that can help many of you here.
So my idea is to have a tool that can do the following things:
1. Connects to either Reckon Desktop or Reckon Hosted
2. Allows you to do a batch update to transactions such as marking on/off to be printed, batch deleting/void, merge customers without recent sales to a generic customer, etc..
3. Provides some reports that not available in Reckon, any ideas here?
4. Some simple data import from CSV/Excel (ie Journal Entry, Invoice, Timetracking with start/end date)
Above are some features of the tool, anyone has any other ideas is welcome. Top 5 most wanted features will be included in the tool :)
Thank you all and enjoy your weekend!
Phuong Do / Reckon Developer Partner
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2,178 Points
- exciting
Posted 9 months ago
Linda Putland, Accredited Partner
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14,134 Points
Phuong Do / Reckon Developer Partner
Thanks for your suggestion about the report.
And yes, it can batch update to be printed and also to be emailed. And batch update/delete/void. For example, update memo of transactions within a date range or match some criteria.
Thanks,
Phuong