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Status Unlikely to be implemented
Workspace Reckon One
Categories Banking
Created by Guest
Created on May 3, 2017

RELATED IDEAS

Cash Account Pop Up Window - "Dont use this as a bank account"

Users make the common mistake of using the cash account as a bank account (renamed to their bank account name), which can't be linked to bank feeds.  So if they are importing QIF files for the months before the feeds become active, they will have to redo everything when the feeds become active and they realise they can't link that cash account to bank feeds.  So a pop up window warning users not to use the cash account as a bank account would be good, or something that stands out that they can't miss.

Thanks.

  • ADMIN RESPONSE
    Jul 20, 2019

    Rather than implement this idea we have made changes to the way bank accounts are created in new Reckon One Books.

    Release Notes
    My bank account and Petty cash bank accounts are created as part of a new book creation.

    My bank account is selected as default for Direct Credit payments, Cash payments and Super payments on the Payroll settings page.

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