Using Credits from the same customer but different jobs

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debbiekey
debbiekey Member Posts: 1 ✭
in Accounts Hosted

I am needing help in regards to how I can use credits from the same customer but they have different jobs.

Eg. you have a builder you work for different jobs so the builders name is first but then has sub categories for the different jobs done at different addresses.

Could someone please help in regards to how I can do this.

Thanks

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  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    The credits would have to be allocated to the same job I believe

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,406 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    @debbiekey I've created a document with workaround instructions for this scenario. Feel free to email me if you'd like me to send it to you 😊

    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

    shaz@accounted4.com.au

    https://accounted4.com.au

    (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!)

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