How do I turn off Estimates in Reckon One

  • 2
  • Question
  • Updated 3 years ago
Customer never uses Estimates - how do I prevent them from being shown 
Photo of Margaret Carey

Margaret Carey, Accredited Partner

  • 510 Points 500 badge 2x thumb

Posted 3 years ago

  • 2
Photo of Ifti

Ifti, Product Owner

  • 6,616 Points 5k badge 2x thumb
Hi Margaret,

Thanks for your post.

To turn off Estimates, you will have to create a role and un-tick Estimate access. That will prevent user from seeing Estimate screen. If there's only 1 user and they're the Admin, you can "Duplicate" the Admin role and just un-tick "Estimates", so you don't have to check all other permissions.

Once role is created, go back to Users and assign the user to this role.

That should do it. Please let us know how you go.

Thanks

Ifti
Photo of Nic

Nic, Alum

  • 302 Points 250 badge 2x thumb
Hi Margaret,

This was recently updated so you can now go into Admin > Settings > Day to day > Money In > Estimates and disable it. See this link for details: https://community.reckon.com/reckon/topics/reckon-one-enhancements-7-october-2016-gufq2munqefga?utm_...

Cheers,
Nic