Wholesale Invoice

carolg
carolg Member Posts: 8 Novice Member Novice Member

I am trying to create an invoice with the following columns for EACH product line on the invoice. I cannot seem to achieve Col 3 and col 4 separately as per below.

Col 1: QTY

Col 2: BASE PRICE

Col 3: WET

Col 4: GST

Col 5: TOTAL

Thank you for any help offered

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,727 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    WET is a tax code (like GST) so will be shown in the “Tax Amount” column, when you select that tax code on a line, if applicable ☺️

    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!)
  • carolg
    carolg Member Posts: 8 Novice Member Novice Member

    Thank you very much Shaz

    The problem I have is that I cannot get the columns to display the totals as I want to see them. I have included a copy of the invoice column configuration I intend to use. The number of units in this example is 2 - not that it really matters but just in case you want to make sense of the calculations easily.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,727 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited October 2022

    Can you upload a screenshot of how it looks at the moment?

    I’ve not had much to do with WET as - unlike GST - it’s a very specific code, only applicable to the wine industry.

    Because WET & GST are both “tax codes”, they use the same “Tax” column (for the code itself) but do they not show separately-calculated tax amounts ? 🤔

    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!)
  • carolg
    carolg Member Posts: 8 Novice Member Novice Member

    Sorry i forgot to upload the photo ... its been a long day

  • carolg
    carolg Member Posts: 8 Novice Member Novice Member

    I don't think Reckon will do what I want it to do unfortunately. I may have to look for an alternative.

    I can't upload the invoice I am trying to change in Reckon because it is a complete disaster and to be honest I am a bit fed up. I very much appreciate your help but I think it's a lost cause.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,727 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited October 2022

    Is this a screenshot of your current invoice layout in Reckon Accounts ? 🤔

    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!)
  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 316 Reckon Star Reckon Star

    Not sure if any accounting systems can offer what you want out of the box. Normally there are only rate/qty/tax(1 tax only)


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,727 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited October 2022

    RA is definitely used successfully by a lot of people with WET requirements.

    RA should show the same information as your screenshot … it’s just laid out slightly differently. That particular layout will likely be a default, fixed template (& if it’s an industry-specific software program, it’s probably very expensive & unable to be edited/changed like things can be in RA!)

    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!)