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Status New idea
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Jan 29, 2024

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Remove the cheque numbering

As the majority of payments made are via EFT, the recording of cheque numbers is unnecessary. This is a very outdated part of Reckon software. Very tedious to have to remove the cheque numbers from every transaction.

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  • Guest
    Reply
    |     Dec 4, 2024

    It would be good if the cheque number field could be renamed to REF; especially as cheques are being fased out by banks anyway. Also be good to NOT follow on from the previous cheque number / REF entered as it will be different for each transaction and annoying to delete if not needed. Big VOTE YES to change this data entry field please.

  • Guest
    Reply
    |     Jul 30, 2024

    If you are creating a CHEQUE transaction, it requires a cheque number.

    You could add in the cheque number field "EFT1".

    When you save that transaction, the next cheque would have the sequential number "EFT2", "EFT3", etc.


    If you are entering a payment for a customer tax invoice, you can select a "Pmt. Method" of "EFT" and it can provide you with a "Reference #" field in which to enter a reference number.

    If you are entering a payment for a supplier invoice (bill), you can select a "Payment Method" of "Direct Debit" and you would not need to enter any reference numbers.