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

Dianita Member Posts: 114 ✭✭

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,



  • Acctd4
    Acctd4 Accredited Partner Posts: 3,189 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    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)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]


    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 313 ✭✭✭

    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.


  • Dianita
    Dianita Member Posts: 114 ✭✭

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