New User to Reckon Desktop

ChristinaRiedler

Hi,

I am a new user to Reckon Desktop and have a few questions about the functionality.

In Suppliers I have noticed that an item receipt closes if you have Qty 2 but only processed a bill for Qty 1 theoretically meaning the receipt should stay open waiting for the bill for Qty 1 to complete the order. Is there a way around this?

Also in Suppliers we are wanting to ask some of our larger suppliers to 'group' invoices, but I can not see a way where one bill can be processed across multiple items receipts. Is there a way to do this?

Also in Suppliers, I have set up a new bill due date for 20th following month - 60 days and updated the particular suppliers this relates to, however when updating a item receipt to a bill, this due date is not pulling through and we are still manually having to update all our suppliers with the correct bill due date. Is there a way to automate this so the info pulls through automatically to the bill section when entering the supplier invoice.

Thanks

Christina

Kris_Williams

You are referring to Reckon Desktop not Quickbooks desktop? Like you I still use the old terminology but just wanted to check

ChristinaRiedler

LOL I did say I was a new user 😀. Everyone here refers to it as Quickbooks but it does look like it says Reckon Desktop. Is there a difference?

Unknown

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