Where can I find saved emails with attached invoices sent to clients from Reckon hosted 2017

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  • Updated 3 months ago
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Frank Carter

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Posted 1 year ago

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Kevin Russell, Accredited Partner

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You cannot.

Kevin t:0407744914
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Frank Carter

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Thank you Kevin :(
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Kevin Russell, Accredited Partner

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Delighted to be of assistance. This is a known bug
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Shayne McNamara

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Not entirely correct.  We have a workaround that works better than having them stored in Reckon anyway.

You have the ability to set up all the emails sent from Reckon to have a blind copy (BCC).  We do this to one of our own email addresses and then set up a rule in Outlook that when emails with "Tax Invoice from (our company)" in the title get automatically moved to a folder to specifically store these.

This is actually better as they can be searched and sorted by the customers email address.

Hope this helps
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Nicole

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Thanks Shayne - where do we enter this BCC?
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Rav, Community Manager

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You can add this in the Send Forms Preference settings.
Please note this will apply to all outbound invoice emails.

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Kevin Russell, Accredited Partner

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Rav with respect you know that doesnt provide confirmation its received. It doesnt even confirm if it has been delivered. I have been asking for this to be fixed for years.
Well, this is never ending story on acknowledgement . To get this done it cant be fixed as such the current source codes has to be disturbed and new codes to be inserted and this is not easy job , and its risky and costly , to go and  disturb codes which has been there for more than 30 years now.  This Is the main issue , in my opinion  this why its not easily done.  The focus is now more on cloud  apps the world is moving and the cost benefit for development purposes is in cloud accounting software , hence Reckon One


Cosmic has fixed  this issue but its  add on , and  as we can see users are not keen as its additional cost .
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Kevin Russell, Accredited Partner

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Shayne not correct. You have NO way of knowing if the email was actually sent to the intended recipient. Neither do you know if it was received. Or read. I think we have been over this before. It isnt better either. For the reasons outlined


Kevin t:0407744914
(Edited)
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Shayne McNamara

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yes but the fact that you have received the blind copy means that it was sent from Reckon.  I agree there is no way of knowing if the customer opened or read this but even with normal emails if a customerchooses not to allow a read receipt there is no way of knowing if they read it.

If the email address for the customer is wrong then yes we will get the blind copy and the customer won't get the original email but really how often do you enter a wrong email address.  We have done it a couple of times or customer has changed but you find this out when chasing their overdue account.

Other than these exceptions which are pretty rare if there is a problem with Reckon we won't get the blind copy at all (although this seems to be an Australian problem as I have never had this) and once we have the blind copy we have;
- the email address it was sent to (right or wrong)
 - an unalterable electronic copy which meets the NZ tax requirements for keeping invoices

all in one easily searchable folder.

Cheers
Shayne
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Kevin Russell, Accredited Partner

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Shayne really? I have one client who routinely sends out emails which arent received at the other end. Yes really. And without a read / delivery receipt there is no way of knowing. It is possible to fix this problem. We should just do it.
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Shayne McNamara

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Now that I do agree with but with Reckon they don't actually seem to listen to what their customers need or if they do any changes take years.

So I guess people can muddle on with no copies or any confirmation even that an email was sent or they can do what we do and at least have an interim and good (albeit not perfect) solution.  Cheers