Creating a report showing Estimate Items for active estimates
Hi,
I am using Reckon Accounts Premier: Professional Services Edition 2022 and I would like to create a report that shows the current active estimates, with each component of the estimate shown. An example estimate may have the following components: Survey, Site Inspection, Design Plans. I would like this to display something like this:
Job: 2022.123 Example
Estimate 2022.123a
Survey $123
Site Inspection $123
Design Plans $123
Job: 2022.124
Survey $321
etc...
Is this possible?
Answers
-
Hi @stphnbrd
I would create your own via the Find feature (under the Edit dropdown menu):
- Select the Transaction Type Filter > Estimate
- Select the Estimate Active Filter > Yes, then click Find, then Report
- In the report, click on the Modify ... button at the top left.
- On the first Display tab, you can select or deselect the Columns you want & set Total by > Customer
- On the Filters tab:
- Account > All ordinary income/cogs
- Detail Level > All except summary
- On the Header/Footer tab, you can also rename it accordingly under Report Title
Here's an example created in the Sample file:
As per above, you can add/remove columns as required.
TIP: Columns can easily be removed in a report by hovering your mouse over the diamond to the right of the column you want to close. Once the icon changes to a double-sided arrow, click & drag across to the left to "close".
Once you have the report how you want it, Memorise it (&/or add it to your Icon Bar) so you can access it anytime, without having to configure it again 😊
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!)
2 -
Hi Acttd4,
Thank you for your detailed response, this has got me close to the answer I was looking for. The only problem is our quotes use groups which are made up of service items as shown below:
Is there a way to create a report that summarises based on the estimate groups? Something like:
2023.123 Example Job:
- GEO Soil Test. - $123
- Struc Slab and Footing - $123
- Struc Cert of Compliance - $123
Total - $349
0 -
I've just had a go at tweaking this further including using an Item Group that I named "2", but I don't believe it's possible to achieve that exact format 😬
Removing the Account filter, I was able to get this:
... which is closer - in that it mentions the Group Name & Description - but it also then shows the GST line
Groups are not specific Items themselves, but rather just a "template" for a quick method of entering multiple Items all at once. Therefore, the system doesn't have a specific filter for Group Items the way it does for other Item types.
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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