Statement configuration

Barbara_10862647
Barbara_10862647 Member Posts: 6 ✭
edited December 2021 in Accounts Hosted

I am using Reckon Hosted and cannot figure out how to get the statements to show in date order only. They currently show the internal Reckon job number, then invoices relating to that job number in date order; then the next job number and related invoices and so on. Visually, it looks awful and is confusing to me, let alone customers. Is there a way, in the background, to remove the job number field? Thank you

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,168 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited December 2021

    There are a few display options for Statements including generating either Per Job OR Per Customer. It sounds like you have it set to Per Job:


    As per screenshot, you can also remove the detail by not ticking the checkbox to Show tax invoice item details on statements, along with ticking to not create Statements with $ 0 balance/no activity/inactive customers

    This will then display just the basics on one line (Date, Inv #, Memo & Amount) 😁

    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]

    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!)
  • Barbara_10862647
    Barbara_10862647 Member Posts: 6 ✭

    Thanks for the info. Have checked and statements generated per Customer, so I don't know what the answer is. Thanks anyway.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,168 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hmm ... have just checked it out & I can see your point!

    Unfortunately, I can't see a way around that - it looks like if you use job numbers, these are always displayed on the Statement by default 😫

    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]

    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!)
  • Omar_ReckonLtd
    Omar_ReckonLtd Reckon Staff Posts: 81 Reckon Staff

    Hi Barbara,

    The Create Statement settings page does not have other that would allow for any further customisations that you require.

    Consider checking with one of the following Developers who have experience with integrating add-on products who may have an existing solution available or can possibly customise one for you.

    @PhuongDo and @cosmic

    Below are their contact details.