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Status Implemented
Workspace Reckon Customer Portal
Created by Guest
Created on Nov 20, 2018

RELATED IDEAS

Would like to be able to choose to hide or delete inactive books

I setup a book for a client and then realised I had messed up the selections for chart of accounts etc - so I made this book inactive and setup another one... but now I would really like to Hide the inactive book so my client doesnt see it and get confused by it when they login?  would really love a tick box that allows us to hide old/inactive books - even better if it was possible to delete it?

  • ADMIN RESPONSE
    Jul 29, 2020

    You can now filter on subscription status. We have also added search to GovConnect and added other usability improvements.

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  • Guest
    Reply
    |     May 8, 2020

    Would be nice to have a tidy dashboard by hiding or deleting inactive books. When you have a lot of books it is annoying having inactive ones cluttering up the dashboard.

  • Guest
    Reply
    |     Jun 10, 2019

    I too have this issue an error was made and I set up two books. One is now inactive but cannot be deleted from my list onscreen.

  • Admin
    Jason Hollis
    Reply
    |     Nov 21, 2018

    This is managed by the Reckon Portal. I will move the idea to that product. 

1 MERGED

Remove/Hide Redundant Books from Portal

Merged
I have a redundant book that I used as a trial to test features in R1. It contained a lot of bogus data for testing. I purchased a new book when I was ready to use the product so I could start from a clean slate. Now I can't remove the 'test' book...
almost 5 years ago in Reckon Customer Portal 0 Implemented