Built-in automation or upload function for closing of thousands of open purchase orders

Dianita

Hello good morning Team,

Is there a function or automation that allows closing of thousands of old open purchase orders in Reckon Accounts Enterprise 2020? We are not only dealing with massive amount of open PO's but also having to put in password for each due to locked period.

Otherwise, if there is a different function than 'closing' these open PO's, we are happy to consider as well.

The aim is something like this - this PO no longer shows in the open PO report and also in the listing for open PO during bill entering.

Thank you and kind regards,

Nita

Acctd4

Unfortunately no. Closing old open POs is a manual process 😫

I'd suggest removing the password just while undertaking the process to save more time, then re-adding it again after.

Edit dropdown menu Accounting category (in LHS list) Set Date/Password button (Note this will need to be done under the "Admin" User)

PhuongDo

Hi Dianita,

How many POs do you want to close? If there are a lot, then I can help you by building a quick tool to run through and close them. Like Shaz said above, You will need to remove the password first, then you can add it back after the process.

I have been creating some quick solutions to help people like yourselves to do some batch update that manual job can take forever.

Let me know if you are interested to learn more about my solution.

Thanks,

Dianita

Apologies for the late reply, thank you Shaz and Phuong for your responses. I have passed them on to our Financial Controller.

Regards,

Nita