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Reckon Product Ideas
Make a difference by sharing your ideas with the Reckon product development team. Your votes will directly influence the product roadmap and help guide our products future direction.

Please note all new ideas remain hidden from public view until reviewed by our team.


Announcement: September 2023

We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.

Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.

Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.

Regards,
The Reckon Product Team


Status Already exists
Workspace Reckon One
Categories Other
Created by Guest
Created on Nov 4, 2021

Add the option to export Chart of Accounts list

Currently there is an option to import Chart of Accounts list to Reckon One, BUT I can't find the options to export the current list.

  • ADMIN RESPONSE
    Nov 5, 2021

    To export the chart of accounts, go to the Reports centre > Reports > Lists > Account list , customise as required and export either the XLSX, CSV, PDF or RTF.

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  • Admin
    Jason Hollis
    Reply
    |
    Nov 8, 2021

    No problem at all David. I'll also speak to our support teams to ensure they are across this process.

  • Guest
    Reply
    |
    Nov 8, 2021

    Thank you for your response, and I am sorry to trouble you guys.

    Before I log this ideas, I spoke to 2 of Reckon Support Teams member, which both had no clue how to do it. The 2nd call suggested to put it in the ideas.reckon.com


    So thank you for showing me how to export the Chart of Account List.


    have a great day!