Reckon Product Ideas

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Change Account Type

Could you please allow the Account Type to be amended in Reckon One.  You have no idea how many users set up an account incorrectly and then have to figure out a way to correct this after numerous transactions have already been entered.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • May 12 2018
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  • Admin
    Jason Hollis commented
    September 07, 2019 02:55

    We are adding GL merge next year so will look at TYPE CHANGE as well as long as it doesn't break anything in the database (not all databases are created the same so what works for one accounting product may not work for another).

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    September 05, 2019 01:42

    From my side, if I was able to simply change the accounts over from ‘income’ type to ‘expense’ type it would have been an easy fix.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    May 31, 2018 03:20

    Account Type and Account Name as a drop down menu to select or add a new account like in QBO.