Invoicing - reckon accounts hosted

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Sarahkate15
Sarahkate15 Member Posts: 8

Hello, Can someone please help advise how I setup a second invoice for a company under the same trust, so company name trading as new business which will have different address and bank account but all going into the same trust at the end of the day.

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  • Bruce
    Bruce Member Posts: 441 Professional Partner Professional Partner
    edited September 2022
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    Just to clarify, is the issue that:

    • you have a client the XYZ trust trading as company A, and
    • you want to add a client company B also owned by the XYZ trust?

    If this is the case:

    • create a Customer XYZ
    • make Company A a "job" under XYZ
    • add Company B as another "job" under XYZ

    This approach will enable you to manage all aspects of both companies separately but still produce combined reports and statements for all XYZ entities should they be required

  • Sarahkate15
    Sarahkate15 Member Posts: 8
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    Thanks Bruce.

    I'm not sure I explained myself properly. sorry

    Can you setup accounting/ invoicing for two companies for the same trust.

    Purchasing a 2nd premises/business where parts will run the same as the current business but the 2nd business will have a different address, account details and name etc for customers to pay into and to clarify where the invoices are coming from.

  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    I am sure the address comes from the details in company information, and so I can’t see how you could have a different address for another business, nor a different bank account. Can you not just setup a 2nd file?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,408 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2022
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    Hi @Sarahkate15

    Providing they are grouped for GST under the same ABN. If not, the 2nd entity should have its own separate company file.


    To create a 2nd Invoice template with different details:

    • Duplicate your existing Tax Invoice template (right-click on it in your Templates list & select Duplicate … from the popup menu)
    • Untick/delete the company details checkboxes
    • Add … Text Box (in Layout Designer) with the manually-entered alternate details entered in there.

    Edit/delete and add another text box (as per above) for the bank account details ☺️

    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!)
  • Sarahkate15
    Sarahkate15 Member Posts: 8
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    Awesome thanks Shaz,

    It looks like that's what I'm chasing. So when preparing the invoice I just click the the drop down box and select the current or new invoice and away I go?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,408 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Yep, that's right @Sarahkate15 ☺️

    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!)