How can I generate a specific report?
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
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Hi kitcat1988
Does this modified Inventory Valuation Detail report show what you need ?:
(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
(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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Thanks for your reply.
I have had a look, I can't get my version to show the quantity sold.
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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
(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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Hello, Shaz, Yes, the items are all inventory items and the quantity sold in entered on the sales receipts and invoices.
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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
(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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