Filtering Invoices based on first line of Billing Address

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1nton4tion
1nton4tion Member Posts: 2

Hi, I am trying to generate a report of invoices with a particular value as the first line of the billing address. Unfortunately, line 1 of the billing address is not a filter option, only lines 2-5. is there a way to still do this? Thanks

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,594 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited December 2022
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    Hi There

    Try adding the “Address” column to your report then sort by that column ☺️

    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!)
  • 1nton4tion
    1nton4tion Member Posts: 2
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    Hi @Acctd4 , unfortunately "Address" seems to omit that first line since it is often stored as the contact name. When I try using contact name instead though, it only shows me the field known as 'name' and not this field I would like. If the 'invoice' object is anything similar to the quickbooks 'invoice' object, then this field can be accessed via the API in JSON as invoice["BillAddr"]["Line1"] (using python syntax).

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,594 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Hi @1nton4tion

    My apologies - I wasn't at my computer at the time to check the specific column name but I meant "NameAddress".

    I don't know anything about the API side of things but display-wise, here is an example (from the sample file) of the various address column options:

    NOTE: The ability to produce specific results from here will greatly depend on the consistency of your data entry format eg you need to ensure you enter each contact's address details in the same way. As you can see from the above, this has not been the case in this file; in some records a person's contact NAME has been entered as the first line, whereas in others it's the street address 😬

    Hope that helps.

    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: 314 ✭✭✭
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    Looks like it is not something easily done manually in Reckon. If you really need this feature, I can help you to build a custom solution to create the report filtered by the first line of the address. Let me know :)


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au