Reckon Product Ideas

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Ability to export data as CSV

I spend a lot of time entering invoice and bill data into reckon for my P and C uniform shop, which does not make a profit nor pays me for my services I would love to be able to then export the data into an excel spread sheet or as CSV, this would mean I can then use the data to calculate how many of each items we sell and buy. I was surprised I could not produce a report on the items sold and bought

  • Guest
  • Sep 10 2021
  • New Idea
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  • Admin
    Jason Hollis commented
    12 Sep 08:49pm

    Hi and thanks for the feedback. As Reckon One does not currently track 'inventory' we do not have these reports, which are standard with our Reckon Accounts product. We are looking to introduce inventory in late 2022, however until then, try running the Transaction line items report

    You can export this to Excel to filter out the non-related transactions. nb. This report looks at a lot of data, so running for a specific (smaller) date range is best.