Open invoices report with items

Jeremy_9364289 Member Posts: 4
edited August 2018 in Accounts Hosted
HI all,
I'm using Reckon accounts HOSTED 2017.

I want a report of our open invoices that includes the items in each invoice.
So like this:

John Smith Invoice no 202311
1 lot of work @ 2.00
2 hrs of labour @ 20.
Total invoice : 22.00

Any Ideas?


  • Luke
    Luke Moderator, Reckon Staff Posts: 222 Moderator Moderator
    edited August 2018
    Hi Jeremy,

    Welcome to the Reckon Community!

    I understand what you're trying to achieve but from what I have tested, it's all possible except for showing a total for each individual invoice.

    Please see below what I've done:
    1. Reports > Custom Transaction Detail Report
    2. Modify Report
    3. Columns > Item
    4. Total by > Customer
    5. Sort by > Num
    6. Select the 'Filters' tab
    7. Select the 'TransactionType' filter and from the drop-down menu select 'Tax Invoice'
    8. Select the 'Paid Status' filter and from the radio buttons select 'Open'
    9. Click OK

    The report will then generate every open invoice with each individual line on the invoice, but it will total every invoice by the customer, instead of each invoice. I can't see a way for it to total for each invoice.

    I hope this helps somewhat.

  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited November 2017
    Nice to see someone knows how to utilise the buit-in report writer!!!!!
  • Jeremy_9364289
    Jeremy_9364289 Member Posts: 4
    edited November 2017
    Wonderful Luke. THANK YOU!