Unique Customer Code/Number

Leica123

Hi, is there the ability to have a unique customer code or number for every customer in Reckon Accounts Hosted?

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Leica123

https://community.reckon.com/discussion/comment/20628299#Comment_20628299

Thanks for confirming. Can you explain how I do this in Reckon Accounts Hosted please?

Rav

Hi @Leica123

Maybe adding a 'Custom Field' to the customer in their profile might be what you're looking for (screenshot example below).

You can then tick for that Custom Field to appear on your invoices by customising your invoice template. (screenshot example below).

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Bruce

@Zappy could you elaborate on what field you would have used

Acctd4

There is an designated Account No. field available in the customer record (on the Payment tab) for this so that’s what I would use for it ☺️

(I’m surprised it wasn’t the first suggestion as this field is even shown by default in Rav’s screenshot for the invoice customisation above! 🤦🏻‍♀️)

Bruce

@Acctd4 Shaz - too easy, thanks

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Leica123

https://community.reckon.com/discussion/comment/20628303#Comment_20628303

Hi Rav, when producing reports such as customer lists, aged debtors etc would this custom field be available to select as part of the report columns?

Leica123

https://community.reckon.com/discussion/comment/20628311#Comment_20628311

Hi Shaz, thanks for that. When producing reports such as customer lists, aged debtors etc would this account field be available to select as part of the information that report produces?

Acctd4

As that field is customer-related (rather than transaction-specific) it will be an available column in (customer) list-type reports but not on the Aged Debtors summary as this is transaction-based.

Another alternative is to prefix each Customer name with their number - That way, you would have the number showing in all reports where the Customer:Job name is displayed. (Bear in mind though that this would mean your Customer Centre - & any reports - would no longer be sortable in Customer Name order, only in Account No. order)

Leica123

https://community.reckon.com/discussion/comment/20628323#Comment_20628323

Thanks for your thoughts. Prefixing the customer name with a number, in theory would solve this issue but create other issues so not an ideal fix 😕

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