How do I turn off Estimates in Reckon One

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  • Updated 3 years ago
Customer never uses Estimates - how do I prevent them from being shown 
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Margaret Carey, Accredited Partner

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Posted 4 years ago

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Ifti, Product Owner

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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.


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Nic, Alum

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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: