RA Enterprise = Is it possible to show payments on Statements

Steffi1
Steffi1 Member Posts: 13 Reckoner Reckoner
edited August 2021 in Reckon Accounts (Desktop)

Hi there,

We use RA Enterprise 2021 and generate monthly statements. I wanted to know if there is a setting I can change/use ..... to show the payments made from the customer on the statements?! Thanks.

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Yes, it sounds like you have it set as "All open transactions ..." which - if allocated - means payments won't display.

    To see payments AND billing, you need to choose the Statement Period date range which will then display ALL transactions within that timeframe:

    Capture4.JPG


    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!)
  • Steffi1
    Steffi1 Member Posts: 13 Reckoner Reckoner

    Hi Shaz, Great Thank you! for the reply.

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