Is there anyway I can get a totaled report of purchase orders on a month by month basisi ?

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Hi Ronelle

Yes – There’s not specifically a default Reckon report but you can create your own, modify it to your requirements & memorise it to re-use:

Click on Edit (along top toolbar) then on Find in the dropdown menu
On the Advanced tab, select & set the following Filters:

* Transaction Type > Purchase Order

* Detail Level > Summary

Click on “Find” then on “Report“ to create/view results accordingly
You can click on “Modify Report” to further customise including adding/removing Columns

(I’d untick Account, Clr, Split & Amount & add in Credit) & select “Month” in the Total by dropdown etc

If you’re only wanting a specific month at a time, you can select this range in the Dates dropdown (eg “Last Month” or “This Month-to-date”)

On the Header/Footer tab, you can give this report a relevant name (eg “Monthly POs”) in the Report Title field
Once happy, click on “OK” to refresh
Once customised to your specific requirements, you can click on “Memorise” to add it to your Memorised Reports
You can also add it to your Icon Bar for 1-click access by clicking on View (along top toolbar) then on Add Find Report to Icon Bar in the dropdown menu. (Tip: Keep the name short – eg Mthly POs – to avoid taking up too much space along your icon bar!)

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

shazinoz2@bigpond.com

www.accounted4bs.com