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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 New idea
Categories Desktop & Hosted
Created by Guest
Created on Dec 1, 2023

Reckon Accounts hosted - reports exported to Excel need Text formats amended

I have been asked to submit the issue that I am having with the reports exported to Excel after seeking advice through Community.

Attached is the issue I am having and this is the response from RAV:

After speaking with the product team about this, there are some fairly technical aspects to this. With the updated integration, the fields used by the exported report are set to General (or whatever format they were set as under the previous export) however fields outside of what the report itself uses are set to Text. The XLSX format is capable of a much higher volume of rows & columns and as such, some exports were generating at a much, much larger size (in some cases 100x larger) if the General format was applied across the whole sheet.

The team looked at potentially adding in a buffer of 10 rows of General format fields however that resulted in issues with scrolling ie. if you scrolled down you would land further down than the end of the report instead of on the last line.

So with all that said, at the moment if you want to work in fields/rows outside of the report itself you will need to change the format type to what you'd like it to be. I would however recommend raising this as an idea on our Ideas Portal HERE particularly if a buffer of rows with the General format would be useful for your workflow.

Is there anyway this can be fixed? When we exported to XLs this was not an issue.

Would it be possible to be able to choose if we want to export to XLSX or XLS instead of only being able to export to XLSX?


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