Not necessarily a new idea. When i signed up to Reckon a development was in process for divisional reporting.What is current status of this reporting that was promised?
Once a transaction has been entered - if you are trying to edit the transaction and JUST change the account it is assigned to; ability to be able to keep the description and amount, instead of clearing all that information too.
When a user opens a sales order it logs - open time, user, sales order number as a minium. then when they close the sales order it logs - close time, user, sales order number. This way we can track and report on time spent on individual sales orders
As I understand it, the Price Level can be applied in the Estimate via the Markup column but unless you convert an Estimate to an Invoice, you can't apply the Price Level feature to an Invoice only. If the Customer is selected, then the Price Leve...
Audit Trail Report should not change the reporting of the original Entered/Modified date and User of a form after emailing
The Audit Trail Report by design is meant to log the original transaction date and User of an Invoice and then log subsequent changes as modifications noting the date of the change and the User. It has been established that if an Invoice is flagge...
Having RAH user defined privilege on Accessing Q/B drive files on the same account
A Partner has requested to be able to make limitations on RAH Users for one account.
If users are defined and have access to a shared folder, they can download files from the shared folder on Q drive.
Partner said he had done User restrictions b...