Can't get the Customer Name field onto statements

Hi all,

we are using Reckon Accounts Premier 2020 (on premise) and we have a customised statement template that we use for all customers. I want to add the Customer Name field onto the template but it doesn't seem to be available from the layout designer>Add Data Field.

Is there another way to get this field onto a customised statement template?

Note: we use the Customer Name field as the BPay CRN, and hence why we need that value on the statement.


thanks

🙂





Comments

  • Acctd4Acctd4 Accredited Partner Posts: 929 ✭✭✭

    Hi espressoMax

    You want the "Tax Invoice To" data field near the bottom of the list


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • BruceBruce Member Posts: 262 ✭✭

    Shaz

    I am not sure that your suggestion will pick up the Customer Name field that expressoMax is seeking to use. I haven't seen this field on any reports, rather we are only offered the Customer Company Name.


    espressoMax

    I'd suggest that using BPay CRN as the Customer Name will be hard work. It tends to used as a short name e.g. NWMRC for "North Western Melbourne Reckon Clients" and I imagine that most people will not recall the CRN when entering invoices.

    Have you considered "cheating" by recording your BPay CRN in one of the other fields that are offered in the drop down list e.g, Fax Number or Customer Alternative Phone Number?

  • Acctd4Acctd4 Accredited Partner Posts: 929 ✭✭✭

    @Bruce No, it's not the usual field that is on invoices & sales receipts but if you look at the data field for that label in the Layout Designer in the Customise template screen for the Statement, that's the field that is being picked up


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • espressoMaxespressoMax Member Posts: 5

    Hi Bruce thanks for the response. Our invoices come into Reckon only through integrations with two other systems rather than typing them in so the obscure CRN as Customer Name should be ok.....I hope.

    We will prob end up running a script that will copy the Customer Name to the Account No., which can be used on the statement like the other fields you mentioned.

    thanks for the advice.

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