How to change estimate numbering when starting out.

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  • Updated 2 months ago
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We have just changed over and started using Reckon One.  Previously we had quote numbering to date and would like to start where we left off.  How can I change my estimate numbering for our first estimate in Reckon One?  The invoice section has the ability to do this but not the estimates.
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Matt

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Posted 2 months ago

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Shane, Employee

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Hi Matt,

You can use the reference code field for this as Estimates doesn't have the option for the first Estimate number as invoices do.  You can make suggestions for future updates here: https://ideas.reckon.com.  I've add this to the ideas portal for our developers to review for future updates.

Regards,
Shane