How can I generate a specific report?

kitcat1988
kitcat1988 Member Posts: 3 Novice Member Novice Member
in Accounts Hosted

I am using Reckon Account Hosted.

I want to generate a monthly report that shows the the item code, item description, stock on hand and how many of the item were sold for the month.

When I use the Sales by Item Summary I can't get it to include the item description.

Any ideas?

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi kitcat1988

    Does this modified Inventory Valuation Detail report show what you need ?:


    image.png

    (I've removed some columns but you can add/remove columns accordingly 😊)

    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!)
  • kitcat1988
    kitcat1988 Member Posts: 3 Novice Member Novice Member

    Thanks for your reply.

    I have had a look, I can't get my version to show the quantity sold.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited December 2022

    Hi kitcat1988

    Are your Items specifically created as "Inventory Items" & do you enter a quantity for each of them on Sales forms ? If so, you should be able to generate this report

    Happy to take a look for you if you want to email me direct 😊

    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!)
  • kitcat1988
    kitcat1988 Member Posts: 3 Novice Member Novice Member

    Hello, Shaz, Yes, the items are all inventory items and the quantity sold in entered on the sales receipts and invoices.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    What exactly displays when you try to generate it ?

    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!)

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