Supplier Report by Due Date

ChristinaRiedler
ChristinaRiedler Member Posts: 7 Novice Member Novice Member
edited February 2022 in Reckon Accounts (Desktop)

Is there a report we can run that lists supplier invoices by due date? We are currently using the 'Unpaid Bills Report' but this also includes items receipts and if we haven' t received the actual bill yet, we would like to exclude these. I have also tried to modify this report but I cant seem to separate these out.

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,799 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi Christine

    You can create your own report for this via the Find feature:


    1. Click on Edit (along top toolbar)
    2. On the Advanced tab, select Transaction Type in the Filter list
    3. Select Multiple Transaction Types then tick Bill (& Bill Credit if you want unapplied Supplier Credits displaying too)
    4. In the Filter List, you also need to select Paid Status > Open then click on Find
    5. Click on Report to generate the results in a report then Modify Report & select/tick to include Due Date from the Columns list. You can also untick any columns you don't need
    6. Under Sort by select Due Date & change the Sort in order to display by this accordingly
    7. You can also rename the report under the Header/Footer tab at Report Title
    8. Click on OK


    TIPS:

    You can remove columns from directly on any report also by hovering your mouse between the column headings to the right of the column you want to remove. When the pointer changes to a double arrow, click & drag the column across to the left to "close" it.

    If this is a report you want to access regularly, Memorise it &/or add it as a 1-click Icon to your Icon Bar (under the View dropdown menu > "Add ...... to Icon Bar")

    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!)