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Status New idea
Workspace Reckon One
Categories Accounting
Created by Guest
Created on Jan 9, 2022

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Fix and simplify search in reckon one

You need to be a computer programmer to search for anything in R1 using search. You need to guess what paramaters reckon one is wanting i.e invoice customer is "John Smith" or Payment of 313.56 (doesn't work) has to be payment is 313.56. It just needs to be simple and type in John smith or 313.56 or -313.56 or john.


Then when i did fluke it and it worked I clicked on the transaction and everytime it comes up with an error, transaction cannot be found.

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  • Guest
    Reply
    |     Apr 5, 2024

    Definately needed . We do not have time to try and find out what combination of search words will get the end result.


  • Guest
    Reply
    |     Mar 19, 2024

    This would be an important enhancement for R1. Another selling point for software which is competing within a strong market.

  • Guest
    Reply
    |     Mar 19, 2024

    Search feature definitely needs inmporving. Would be good for it to work like the advanced search in RA Hosted & Desktop. We should just be able to search for an amount without a transaction type being necessary.

    Also the search is not available for all transaction types. I have been trying to search for a transfer, but you can only search for Invoices, Bills, Estimates, adjustment notes, and bill credits.