Items & Inventory Preferences

LissBell Member Posts: 3

We track expenses and inventory against jobs for billing purposes. Often staff forget to put a job against goods ordered. Is there a way of adding a preference that does not allow the PO to be saved and closed unless a job is assigned to each item ordered?


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,169 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi LissBell

    Whilst there is a specific preference for allocation prompting, unfortunately it's only for Classes, not Customer Jobs 😔

    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

    [email protected]

    (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!)