1
VOTE
Status
Unlikely to be implemented
Workspace
Reckon Accounts Business
Categories
Desktop & Hosted
Created by
Guest
Created on
Sep 11, 2019
RELATED IDEAS
Don't change invoice details
When we change a customers details, all the previous invoices automatically change. This should not happen, and they should stay the same. EG. We deal with a lot of homes/properties in our work. When an owner moves/sells and we enter in the new owners details against the same property, all the previous invoices directed to the initial owner is automatically changed to the new owner. We then have to inactivate this account and start a new, enter in all the info as previously as that all the stays the same, just so we can keep the initial invoice details which is super annoying.
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ADMIN RESPONSESep 11, 2019
We have looked at this before several times and due to the underlying code originally developed by Intuit this can't be changed. We do agree that it isn't ideal, and in fact when we wrote Reckon One we ensured this doesn't happen.
The best practice approach here is to use JOBS. It's quite common to reverse the roles and have the JOB (in this case property) as the parent (customer) and the job as the child account (customer). That way they are always linked and you can report on the property or indeed the individual owner.