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customer template default
It would be good if I could set a default invoice (or other) template to a customer type. This would mean person doing the entry wouldn't have to remember to always check prior to sending.
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Changing a memo text which then copies down through the whole transaction
I'm using Reckon Hosted, and every month we enter rental expenses. Each expense is on a different line with the memo eg 'Jul 15 rental expenses'. When I go to enter a new month it brings up the previous months memo's on every line. As we have a very large volume of expenses in some months it's extremely time consuming to…
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Writing off old credits
Hi again! We seem to have quite a few suppliers with old old old (like, 2-3 years old) credits on their accounts. They range from 0.01 to $5.00. Mainly from overpayments with one or two unused credit notes. What is the best way to write these off so as to leave a proper audit trail? Thanks in advance!
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Writing off Bad Debts
This is probably an easy one, but not one I've done before. We have some old invoices going back 2-3 years for which we never received payment. I've been asked to write them off. What is the journal entry, please? Is it just as simple as Dr Bad Debts / Cr Accounts Receivable?
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customise invoice
How do i add my company logo to My Live (Q:)? I click on browse to find my logo - but it won't let me browse any other drives :(
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Credit note issued for MORE than the original invoice amount
A previous administrator issued a credit note in February 2015 for MORE than the invoice total (no idea why). The customer now has excess credit in the amount of $1,400. How do I now apply that excess credit to a new invoice, given that the original credit ("Adjustment Note") has already been applied to the original…
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Help, the wages didn't convert to an ABA file !
Help the wages didn't convert to an ABA file - they were there in online banking but when I preview & create they are not. I deleted the pays & did them again,same problem - I need to do pays now!
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Assigning invoice template to customer or job
Our company needs to use two different invoice templates with one being used for some customers and one being used for other customers. Is it possible to assign an invoice template to a customer? I have had a look but can't see any obvious way of being able to do it. We are using Reckon Accounts Hosted
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part payment from suppliers bill
Entered bill want to do part payments over months write cheque does not come of the bills can u pay the supplier pay bills where you can pay a portion
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i want to know if it is possible to transfer transactions out of a myob file to Reckon hosted.
i want to know if it is possible to transfer transactions out of a myob file to Reckon hosted. Not all of the MYOB transactions just for a certain period
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Not all Customer statements being received via email
We started using Reckon Hosted a few months ago. Throughout this time I have had random customers (not always the same ones) advising me that the statements are not being received via email. It seems each time I send them all out, there is a group (which changes every time) that don't receive the statement. This…
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Importing sales orders, exporting invoices
Hi, I am evaluating Reckon Accounts Hosted for the first time. I am currently using Quickbooks Premier Desktop. Every so often my company goes to a trade fair and I collect sales which end up as a spreadsheet. Currently I use Transaction importer to import these sales into QB Premier. Is there any way to import sales…
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Having Read only access to Reckon File
I have a Reckon backup file that I need to have read only access to. Previously I viewed it through someone elses hosted site. How much would it cost to have access to Reckon to continue viewing this file? I only need to view it not make any additions.
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Assigning more than one Class in Payroll
In Reckon Hosted, is it possible to split an employee into more than one Class? I can only see the option to assign a single Class. Many of our employees work across different disciplines (classes). Thanks
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Varying problems occurring with R2 Hosted
Since last maintenance, I have experienced problems with Black screen whilst still logged on, company file in Q drive disappeared, Enter button problem, but the worst experienced was after doing a reconcile, I find that 3 months dating back to 1914 were un reconciled. What going on?