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Status New idea
Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on Feb 24, 2024

Customer Number field for Customers

Customers to have a unique customer code. This will enable customer list to match better with other systems. For instance, I run accounts for a scout group. The association already has allocated each scouting member a unique member code. I want to have my customer list match so I can easily make comparisons. If ReckonOne ever gets to a standard where it allows excel imprt of invoices then I could easily download billing information from the membership database and link using the customer code. This would make the process quicker and less error prone.

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