Add a new idea Subscribe
Status New idea
Workspace Reckon One
Categories Accounting
Created by Guest
Created on Aug 17, 2019

RELATED IDEAS

Hide INACTIVE Chart of accounts from Budgets & Budget Report selection

Reporting, eg Budgets reporting, by default selects All accounts, however if you use the 'Selected' accounts option, all Account Code, including InActive ones, are shown for selection.

This is just not logical - they are inactive for a reason. Please add the ability to hide these from report selection and also from Budget selection (but also across the entire system - they are hidden in the Invoice/Receipt drop-downs.)

  • Attach files
  • Guest
    Reply
    |     Sep 21, 2020

    I am wanting to use the Reckon One Budget monthly view as an alternative to the Reckon Accounts Personal Plus Cashflow Calendar View TAB. The idea is to look ahead based on the budget by month to see what is coming up for payment.

    The calendar view in Reckon Accounts Personal Plus is ideal but I need to use Reckon One because my client uses a MAC, so I'm trying to adapt Reckon One to provide the same functionality.

    So the client might want to look 3 months ahead to see what bills are coming up. If I run the Budget Report for those 3 months only, I do not want to see all the zero accounts that are irrelevant for the selected period.

    Thus while the Active / Inactive of the original suggestion is useful, in some situations being able to exclude the zero balances is also required.

    It would also be useful to have a forward view of the recurring transactions for cash flow planning. Reckon Accounts personal plus Calendar view does this beautifully.

  • Guest
    Reply
    |     Sep 21, 2020

    In addition, when you VIEW the budget you are able to hide ZERO accounts. This option is not available in reporting.

    I use a standard chart of accounts which I import for a number of clients so they don't all use all of the accounts even though they may be Active and available for use.

    If a budget report includes actual amounts for comparison then you would want to exclude any accounts with both a nil budget and a nil actual for the reporting period.

    If reporting on budget only, then the option to exclude zeroes would be consistent with the budget view.