Supplier Report

Rochelle

I need to run a Supplier report to show the names of all customers we have billed under a particular supplier. I have tried creating this report and adding the fields I need but cannot find the Customer: Job field to add to the report. Can anyone point me in the right direction, please?

Acctd4

This particular report can't display that information.

There is an Unbilled Costs by Job report (under the Reports dropdown menu > Jobs, Time & Mileage) but not a specific one by Supplier.

However, the beauty of Reckon Accounts is that you can create your own via the Find Advanced tab (under the Edit dropdown menu along the top toolbar) !

• Click on Transaction Tyoe in the Filters box & select Bill
• Click on Detail Level & select All except summary
• You cn also specify a particular timeframe/date (incl range) under the Date filter if required

… then click on Report

In the report display, you can add/remove columns, change formatting, rename &/or configure to show a specific Billing Status only (eg Unbilled) etc etc:

Once configured exactly how you want it, Memorise it so you can regenerate it anytime, without needing to redo all the settings every time 😊

Kris_Williams

how are you linking a customer to a bill - in the name Field at the bottom of the bill or cheque?

Acctd4

If you've jobcosted the charges by selecting/linking the lines specifically to a Customer:Job, the column to tick for this in the list when you modify the report, is just Name or Source Name (depending on the report) 😊

Rochelle

https://community.reckon.com/discussion/comment/20634647#Comment_20634647

I've just taken a screenshot of the area I want to run a report for Best in Bed. What I'm trying to work out is the name of clients who have purchased from them.

If I generate a Transaction List by Supplier report and selecting all the fields required but I'm still need the Customer:Job (Customers/Clients name)

Rochelle

https://community.reckon.com/discussion/comment/20634668#Comment_20634668

Thanks you so much. I completatly forgot about designing reports through the “Find” section.