Reckon One - Duplicate Customer Adjustment Notes
Options
Reckon FAQs
Reckon Staff Posts: 357
Hi everyone!
As part of our ever evolving cloud software Reckon One, we are pleased to advise we have added new functionality in our most recent update on October 19.
Reckon One users will now be able to create a new customer adjustment note (CAN) using the data from an existing CAN via the Make a copy option
Things to note:
As part of our ever evolving cloud software Reckon One, we are pleased to advise we have added new functionality in our most recent update on October 19.
Reckon One users will now be able to create a new customer adjustment note (CAN) using the data from an existing CAN via the Make a copy option
Things to note:
- The Make copy option is only available when viewing an existing CAN
- If sales approvals are disabled, the newly copied CAN will have a default status of UNUSED
- If sales approvals are enabled, the newly copied CAN will have a default status of DRAFT
- The newly copied CAN will use today’s date by default & not the date of the copied CAN
- The newly copied CAN will use the next available CAN number
0
Categories
- All Categories
- 6.9K Accounts Hosted
- 11 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 326 Point of Sale
- 2K Personal Plus and Home & Business
- 74 About Reckon Community