Rotary club and need to report batches

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  • Updated 10 months ago
  • (Edited)
I have a question in relation to Reckon One.
I am part of a Rotary club acting as treasurer. I have to maintain tree banks that has three bank accounts, being
  • Administration - can have several categories
  • Special – can have several projects
  • Art Account - can have several categories

What I need to achieve is the ability to do a P&L statement, Balance Sheet Statement for each account separately and only give board members access to the nominated reports. I already assume that I could do a consolidated report or a specific project report. So any help with the matter would be appreciated .


~ 11:36am formatting correction: Moderator
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Adrian Connolly

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Posted 10 months ago

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