Help Needed: How to add/automatically show PO# to statement?

Info TecboInfo Tecbo Member Posts: 8

Hi,

One of our important customers requested us to add their PO# to statements sent to them, as all their other suppliers can include PO# and they need this information included for their checking process. Having their PO# on statements would help them make their checking process quicker and therefore approve for payment to us quicker.

I had tried several times editing our statement template but fail to do locate and add this section to the statement. Hence, would you please help to advise how to add/automatically show PO# to statement?

Looking forward to your prompt reply!

Kind regards,

Philip

Comments

  • RavRav Administrator Posts: 9,886 Administrator
    edited January 13

    Hi Philip,

    There isn't an option to add a Purchase Order # so that it automatically populates or shows on a specific customer statement unfortunately.

    An option would be to add a custom field to your statement template via the additional customisation/layout designer functionality, however this will not 'automatically' show the PO number and will need to be input.

  • PhuongDoPhuongDo Reckon Developer Partner Posts: 216 ✭✭

    Hi Philip,

    If you are desperate to have a solution, I can help you to create a custom one, it can export the statement the way you want with any fields from Reckon.

    Let me know if you have any questions.


    Phuong Do / Reckon Developer Partner

    [email protected]

  • Info TecboInfo Tecbo Member Posts: 8

    Hi Rav,

    Thanks for your reply. For inputting PO to statement after adding a custom field to your statement template via the additional customisation/layout designer functionality, do you mean we need to input PO for each invoice in the statement manually each time we create a statement?

    Kind regards,

    Philip

  • Info TecboInfo Tecbo Member Posts: 8

    Hi Phuong,

    Thanks for your reply. Would you please help to explain how to achieve this in further details by sending us an email ([email protected]) with your solutions? Also, would that be possible for statements to have POs on each time we create them?

    Kind regards,

    Philip

  • PhuongDoPhuongDo Reckon Developer Partner Posts: 216 ✭✭

    Hi Philip,

    Basically, we will need to create/duplicate the statement creation feature and export PDFs exactly like how Reckon does now, the only difference is that the app can include the PO# (from each invoice) into that statement report.

    Thanks,


    Phuong Do / Reckon Developer Partner

    [email protected]

  • Info TecboInfo Tecbo Member Posts: 8

    Hi Phuong,

    I have a few more questions:

    1.Will this feature have additional cost?

    2.Will this feature permanently work after it is created?

    3.Will POs be automatically added to statements each time we generate them?

    4.When our software update each year, will this feature be affected?

    5.If this feature have problems in the future or need additional improvements, will us be looked after again?

    Kind regards,

    Philip

  • PhuongDoPhuongDo Reckon Developer Partner Posts: 216 ✭✭

    Hi Philip,

    Please find my answer below:

    1.Will this feature have additional cost? Yes, please email [email protected] for more info.

    2.Will this feature permanently work after it is created? It is forward compatibly so it should work with all the newer version of Reckon Desktop. I have solutions that work for years

    3.Will POs be automatically added to statements each time we generate them? Yes

    4.When our software update each year, will this feature be affected? No, as long as you are still using Reckon Desktop products

    5.If this feature have problems in the future or need additional improvements, will us be looked after again? Yes, any problem from the app will be fixed free of charge.


    Phuong Do / Reckon Developer Partner

    [email protected]

  • Acctd4Acctd4 Accredited Partner Posts: 891 ✭✭✭
    edited January 14

    @Info Tecbo Not sure why it’s not been mentioned previously but if you add the customer’s PO No. into the “Memo” field on each invoice, you can already have this show automatically on Statements.

    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/

  • Info TecboInfo Tecbo Member Posts: 8

    Hi Shaz,

    This approach works, and simple, thanks so much!

    Actually, I have also found another way to add PO# to statement by adding fields when generating reports, the the customer accept it as well.

    Kind regards,

    Philip

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