Reckon One Projects Reports

  • 1
  • Question
  • Updated 6 months ago
  • Answered
Working with projects (classes) is great, but there is no way to report on the ins and outs of the project. In desktop versions I've run profit & loss reports selecting only the project (class) that I wanted to report on.
Photo of Stuart Wright

Stuart Wright

  • 566 Points 500 badge 2x thumb
  • confident this can be overcome

Posted 4 years ago

  • 1
Photo of Qwerty


  • 7,906 Points 5k badge 2x thumb

Hi Stuart,

There has been some previous chatter on this community relating to both projects & classes for Reckon One.

To recap some of the information discussed...
The projects module/feature in Reckon One isn't intended to be a class tracking feature. Class tracking functionality will be added to Reckon One in a future update (no date yet announced).

Reckon One does allow you to run the P&L report for selected projects.
1. Open the P&L report
2. Click the option Show more options
3. There is a projects option available. By default it's set to show all projects. set this option to Selected & then select the project(s) that you want to report on
4. Once you have configured the report settings, click the Refresh option to apply your changes to the report