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Status Unlikely to be implemented
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Sep 6, 2019

RELATED IDEAS

Click back to customer in customer centre from a estimate or sales order in a report.

It would be helpful if we can link from a report back to the customers card in customer centre. ie from an Open Sales Order, or from an Active Estimate report. From any report actually.

  • ADMIN RESPONSE
    Sep 9, 2019

    This is a great idea and one that we have actually added to our cloud app "Reckon One" as the reports are web pages. However this is unfortunately not possible in Reckon Accounts. The technology we use for Reckon Accounts Reports only allows us to select one OBJECT. In transaction based reports the primary one will always be the source transaction. At some point we will add analytics reporting to Reckon Accounts and at that point we'd include the functionality you are looking for.

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  • Admin
    Jason Hollis
    Reply
    |     Sep 9, 2019

    Hi Phil - good question and I should have expanded the answer so apologies for that. I have added more detail to the admin response above.

  • Guest
    Reply
    |     Sep 7, 2019

    Why not?