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How do I categorise an Invoice according to job type?

LachlanLachlan Member Posts: 3
edited September 2019 in Accounts Hosted
I have set up job types via lists > customer and supplier lists but I can't figure out how to 'attach' or 'add' a job type to an Invoice. My end goal is to filter each invoice according to job type in the Reports Centre.

Comments

  • ZappyZappy Accredited Partner Posts: 4,655 ✭✭✭
    edited August 2019
    When you create the invoice you use the customer AND the job. Same as when you enter expenses. The JOB should appear under the customer. I hope you havent put it on the same level. It wont work.
  • LachlanLachlan Member Posts: 3
    edited October 2018

    For Invoices, I can see the 'customer:job' field in the top left hand corner but there is no separate 'job type' field. Is there a way to display the job type field separately?
  • ZappyZappy Accredited Partner Posts: 4,655 ✭✭✭
    edited August 2019
    The job comes after the customer name thus

    Customer:Job

    This is all documented in the help files

    Its also documented in the test file Reckon Enterprises What do you mean "job type"?

    Kr
  • LachlanLachlan Member Posts: 3
    edited October 2018

    The above is the definition of a job type...

    Maybe I'm not asking the right question. I'm looking to 'tag' an Invoice with the type of work that we do such as bathrooms, kitchens, laundry. Then, I want to run a report that shows all the invoices related to the bathroom tag or all the invoices related to the kitchen tag. I can then compare to see whether bathrooms or kitchens are more profitable for our business for example. What is the best way to do this?

  • Acctd4Acctd4 Accredited Partner Posts: 893 ✭✭
    edited September 2019
    Hi Lachlan

    The Job Type relates to each job as a whole rather than individual invoices.
    Providing you have assigned Job Types in each Job record, you should be able to generate/modify a variety of reports based on this.

    You can add this filter in to the Sales by Customer Summary & P & L by Job reports.  Alternatively, you can build/create your own via the "Find" feature.

    Hope that helps.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

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