Customer report & filtering

Chris_7677427
Chris_7677427 Member Posts: 25 Reckoner Reckoner
in Reckon Accounts (Desktop)

Hi, it's been some time since I ran reports but it is driving me mad now that I am not getting amounts or account event though I have tried to filter for these.

I also am searching for a description but I know it has not brought up all the invoices with the "word" in desc.

Can anyone help?


Thanks

Chris

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 4,201 Reckon Hall of Famer Reckon Hall of Famer

    What exactly are you trying to do?

  • Chris_7677427
    Chris_7677427 Member Posts: 25 Reckoner Reckoner

    I want to run a report for one customer for one area of their business.

    So from Jan - Aug 2021, all invoices & amounts.

    When I filter with the word to search by it sometimes doesnt bring up all invoices.

    I used to be able to go to Edit, Find and it would show the amounts and whether a part (income) or parts/materials (exp) etc but now I am not getting this.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,133 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited September 2021

    "... but now I am not getting this ..."

    Can you explain further Chris ? Is it not finding anything or just not finding all the invoices?

    Make sure you have deleted any other filters that may inadvertently be on it that Filters box also.

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  • Chris_7677427
    Chris_7677427 Member Posts: 25 Reckoner Reckoner

    OK, I have taken off the description "word" i wanted to search by and now its showing the amounts & account, e.g., parts etc. But I dont want all the invoices, I just wanted it to show all invoices with a said "word" . I thought I used to be able to do this unless I should be running a different report from the Report Centre?

    The column "name" is where the "word" would be but "name" is also the customer name....does this make sense?

    Doesnt seem I can use "name" to search for the customer & filter a "word".

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