No access to 'Money In/Out' settings to set default bank account

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  • Updated 10 months ago
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According to this article, https://community.reckon.com/reckon/topics/reckon-one-update-25-may-2017, you can set a default bank account for making payments and receiving money. I'd love to do this, however I don't have the 'Money In/Out' links under Settings > Day to Day... The only link I have in that section is 'Statements'. Am I missing something?
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BWPanda

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  • confused and frustrated

Posted 1 year ago

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Rav, Community Manager

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Hi BWPanda,

That sounds a little strange, when accessing the Settings screen, are your options presented like this?

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BWPanda

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Hi Rav,

Nope, don't have those options (and therein lies the problem). Here's what I have:



I have the following modules enabled, if that helps:
  • Core
  • BankData
  • Payroll
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Scott, Employee

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13/07/17

Hi BWPanda,

The 'Money in' & Money out' options are currently only shown if the book has the invoicing module enabled. I've now logged a request to the Reckon One team regarding having these two options available for books without the invoicing module.

The default bank account settings were introduced in a recent update (May2017). Before that update, the 'Money in' & 'Money out' areas only contained options relating to the invoicing module.

Hopefully the team can implement this change into one of the next application updates.


Regards,
Scott.  
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BWPanda

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I've now logged a request to the Reckon One team regarding having these two options available for books without the invoicing module.
Awesome, thanks!
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Scott, Employee

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08/02/2018

Hi BWPanda,

This issue is now fixed.


Regards,
Scott.